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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $18,604 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $38,863 | $88,730-56.2% | $82,312-52.8% | $77,958-50.1% |
| Participation rate | 78.3% | 84.5%-6.3pp | 76.9%+1.4pp | 71.6%+6.6pp |
| Annual return | 19.36% | 20.88%-1.5pp | 25.88%-6.5pp | 20.87%-1.5pp |
| Employer contribution / active EE | $1,098 | $2,758-60.2% | $2,428-54.8% | $2,310-52.5% |
| Participant deferral / active EE | $2,205 | $4,634-52.4% | $3,706-40.5% | $3,537-37.7% |
| Admin fee / account holder | $11 | $74-85.3% | $5,608-99.8% | $97-88.8% |