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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,420 |
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 | $433,040 | $55,470+680.7% | $155,556+178.4% | $74,478+481.4% |
| Participation rate | 94.4% | 61.9%+32.5pp | 78.2%+16.2pp | 67.2%+27.2pp |
| Annual return | 22.08% | 269.80%-247.7pp | 64.84%-42.8pp | 1370.56%-1348.5pp |
| Employer contribution / active EE | $19,742 | $2,267+770.9% | $4,675+322.2% | $2,626+651.7% |
| Participant deferral / active EE | $19,068 | $2,838+571.9% | $5,631+238.6% | $4,350+338.3% |
| Admin fee / account holder | $125 | $1,744-92.8% | $15,885-99.2% | $1,946-93.6% |