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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $10,426 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $89,762 | $80,753+11.2% | $136,298-34.1% | $62,293+44.1% |
| Participation rate | 83.0% | 73.5%+9.5pp | 81.9%+1.1pp | 69.5%+13.5pp |
| Annual return | 14.96% | 35.83%-20.9pp | 5156.27%-5141.3pp | 28.90%-13.9pp |
| Employer contribution / active EE | $3,288 | $2,884+14.0% | $4,696-30.0% | $2,042+61.0% |
| Participant deferral / active EE | $6,792 | $5,164+31.5% | $6,247+8.7% | $3,169+114.3% |
| Admin fee / account holder | $18 | $525-96.6% | $9,244-99.8% | $479-96.2% |