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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LAVINE,LOFGREN,MORRIS & ENGELBERG Service code 10 · EIN 33-0690020 | Accounting | $5,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,831 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,007 | $69,823-34.1% | $76,872-40.2% | $74,460-38.2% |
| Participation rate | 77.0% | 70.0%+7.0pp | 69.6%+7.5pp | 70.7%+6.3pp |
| Annual return | 17.99% | 19.99%-2.0pp | 37.90%-19.9pp | 34.38%-16.4pp |
| Employer contribution / active EE | $1,077 | $2,148-49.9% | $2,533-57.5% | $2,638-59.2% |
| Participant deferral / active EE | $4,156 | $3,558+16.8% | $3,832+8.4% | $4,530-8.3% |
| Admin fee / account holder | $32 | $398-91.8% | $5,476-99.4% | $348-90.7% |