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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,457 |
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 | $97,152 | $47,977+102.5% | $154,111-37.0% | $56,287+72.6% |
| Participation rate | 96.3% | 66.2%+30.1pp | 83.0%+13.2pp | 69.9%+26.4pp |
| Annual return | -5.15% | 3.54%-8.7pp | 735.18%-740.3pp | -9.96%+4.8pp |
| Employer contribution / active EE | $4,537 | $2,169+109.2% | $5,298-14.4% | $2,111+114.9% |
| Participant deferral / active EE | $3,772 | $2,392+57.7% | $5,081-25.8% | $3,350+12.6% |
| Admin fee / account holder | $17 | $438-96.0% | $13,411-99.9% | $521-96.7% |