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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $23,301 |
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 | $33,182 | $78,852-57.9% | $76,767-56.8% | $75,289-55.9% |
| Participation rate | 84.7% | 85.0%-0.3pp | 77.0%+7.7pp | 72.4%+12.3pp |
| Annual return | -4.18% | -1.29%-2.9pp | 2.43%-6.6pp | -0.04%-4.1pp |
| Employer contribution / active EE | $1,370 | $2,794-51.0% | $2,485-44.9% | $2,405-43.0% |
| Participant deferral / active EE | $2,508 | $4,800-47.8% | $3,852-34.9% | $3,739-32.9% |
| Admin fee / account holder | $12 | $79-84.2% | $6,675-99.8% | $102-87.8% |