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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$78,227 |
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 | $131,120 | $91,394+43.5% | $130,026+0.8% | $74,440+76.1% |
| Participation rate | 94.4% | 77.8%+16.6pp | 78.5%+15.9pp | 70.7%+23.6pp |
| Annual return | 21.72% | 23.20%-1.5pp | -137.26%+159.0pp | 34.37%-12.7pp |
| Employer contribution / active EE | $8,428 | $2,565+228.6% | $4,321+95.0% | $2,638+219.5% |
| Participant deferral / active EE | $7,851 | $4,721+66.3% | $5,821+34.9% | $4,529+73.4% |
| Admin fee / account holder | -$82 | $284-129.0% | $10,608-100.8% | $348-123.7% |