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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $58,506 |
Filed as: WA ASSET MANAGEMENT LLC Service code 27 · EIN 63-1229657 | Advisory (Plan) | $45,689 |
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 | $112,729 | $82,163+37.2% | $125,381-10.1% | $64,819+73.9% |
| Participation rate | 95.7% | 77.9%+17.8pp | 82.4%+13.3pp | 71.5%+24.2pp |
| Annual return | -16.50% | 3.49%-20.0pp | 572.31%-588.8pp | 32.84%-49.3pp |
| Employer contribution / active EE | $2,679 | $3,616-25.9% | $4,815-44.4% | $2,507+6.8% |
| Participant deferral / active EE | $9,026 | $7,175+25.8% | $7,448+21.2% | $4,311+109.4% |
| Admin fee / account holder | $207 | $163+26.9% | $10,007-97.9% | $188+10.3% |