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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $147,485 |
THE PFE GROUP5 years Service code 16 · EIN 71-1036677 | Consulting | $35,839 |
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 | $41,788 | $120,450-65.3% | $159,487-73.8% | $93,010-55.1% |
| Participation rate | 91.7% | 78.0%+13.7pp | 82.8%+8.8pp | 73.9%+17.8pp |
| Annual return | 16.56% | 27.11%-10.6pp | 263.71%-247.2pp | 158.70%-142.1pp |
| Employer contribution / active EE | $1,320 | $3,526-62.5% | $4,831-72.7% | $2,705-51.2% |
| Participant deferral / active EE | $6,833 | $7,283-6.2% | $7,354-7.1% | $4,561+49.8% |
| Admin fee / account holder | $93 | $137-31.9% | $10,804-99.1% | $152-38.6% |