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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $25,290 |
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 | $41,969 | $105,173-60.1% | $87,103-51.8% | $77,775-46.0% |
| Participation rate | 85.3% | 85.8%-0.5pp | 76.9%+8.4pp | 73.2%+12.0pp |
| Annual return | 22.76% | 24.52%-1.8pp | 28.19%-5.4pp | 32.58%-9.8pp |
| Employer contribution / active EE | $1,550 | $2,890-46.4% | $2,521-38.5% | $2,504-38.1% |
| Participant deferral / active EE | $2,668 | $5,048-47.1% | $4,049-34.1% | $3,966-32.7% |
| Admin fee / account holder | $15 | $105-86.0% | $7,491-99.8% | $100-85.4% |