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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 33 · EIN 11-3665754 | Participant loan processing; Securiti... | $144,201 |
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 | $15,776 | $31,741-50.3% | $56,025-71.8% | $200,096-92.1% |
| Participation rate | 93.1% | 32.3%+60.7pp | 52.5%+40.6pp | 72.0%+21.0pp |
| Annual return | 12.40% | 14.72%-2.3pp | 1712.69%-1700.3pp | 34.26%-21.9pp |
| Employer contribution / active EE | $1,708 | $508+236.5% | $1,042+64.0% | $3,038-43.8% |
| Participant deferral / active EE | $2,486 | $1,184+110.0% | $1,955+27.2% | $5,090-51.2% |
| Admin fee / account holder | $89 | $426-79.0% | $2,828-96.8% | $269-66.8% |