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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,154 |
Form 5500 reported that benefits due were not provided when due.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,311 | $46,732+104.0% | $156,551-39.1% | $55,167+72.8% |
| Participation rate | 97.0% | 65.8%+31.2pp | 84.0%+13.0pp | 69.0%+28.0pp |
| Annual return | 11.73% | 17.72%-6.0pp | 32.23%-20.5pp | 169.23%-157.5pp |
| Employer contribution / active EE | $9,145 | $2,105+334.4% | $5,501+66.2% | $1,963+366.0% |
| Participant deferral / active EE | $3,641 | $2,204+65.2% | $4,871-25.3% | $3,054+19.2% |
| Admin fee / account holder | $24 | $418-94.3% | $13,028-99.8% | $504-95.3% |