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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$26,729 |
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $306,118 | $118,337+158.7% | $189,534+61.5% | $93,010+229.1% |
| Participation rate | 96.3% | 89.1%+7.2pp | 87.8%+8.5pp | 73.9%+22.4pp |
| Annual return | 15.59% | 21.77%-6.2pp | 555.39%-539.8pp | 158.70%-143.1pp |
| Employer contribution / active EE | $5,208 | $4,204+23.9% | $6,162-15.5% | $2,705+92.5% |
| Participant deferral / active EE | $18,498 | $7,123+159.7% | $8,220+125.0% | $4,561+305.6% |
| Admin fee / account holder | $32 | $100-67.9% | $12,049-99.7% | $152-78.9% |