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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,292 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,904 | $46,332+98.4% | $143,797-36.1% | $64,824+41.8% |
| Participation rate | 71.4% | 64.2%+7.1pp | 80.3%-8.9pp | 71.5%-0.1pp |
| Annual return | -12.90% | -10.05%-2.8pp | -0.04%-12.9pp | 32.84%-45.7pp |
| Employer contribution / active EE | $1,032 | $1,911-46.0% | $4,952-79.2% | $2,507-58.8% |
| Participant deferral / active EE | $3,900 | $2,647+47.3% | $5,638-30.8% | $4,311-9.5% |
| Admin fee / account holder | $1 | $154-99.6% | $14,679-100.0% | $188-99.6% |