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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,331 |
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 | $63,466 | $50,106+26.7% | $69,779-9.0% | $57,658+10.1% |
| Participation rate | 87.8% | 70.9%+16.9pp | 71.8%+16.0pp | 70.2%+17.6pp |
| Annual return | 6.82% | 14.58%-7.8pp | 12.99%-6.2pp | 5.13%+1.7pp |
| Employer contribution / active EE | $2,274 | $1,739+30.8% | $2,338-2.7% | $1,974+15.2% |
| Participant deferral / active EE | $3,873 | $2,486+55.8% | $2,931+32.2% | $3,061+26.6% |
| Admin fee / account holder | $33 | $89-62.9% | $4,381-99.2% | $95-65.0% |