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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,794 |
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 | $129,222 | $61,338+110.7% | $149,717-13.7% | $71,495+80.7% |
| Participation rate | 97.7% | 62.5%+35.2pp | 78.8%+19.0pp | 67.9%+29.8pp |
| Annual return | 18.63% | 35.86%-17.2pp | 134.41%-115.8pp | 28.85%-10.2pp |
| Employer contribution / active EE | $5,644 | $2,381+137.0% | $4,820+17.1% | $2,589+117.9% |
| Participant deferral / active EE | $5,380 | $2,919+84.3% | $5,682-5.3% | $4,291+25.4% |
| Admin fee / account holder | $24 | $1,263-98.1% | $13,213-99.8% | $1,588-98.5% |