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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $20,687 |
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 | $35,858 | $47,456-24.4% | $172,755-79.2% | $77,775-53.9% |
| Participation rate | 91.7% | 66.3%+25.4pp | 82.6%+9.0pp | 73.2%+18.5pp |
| Annual return | 22.95% | 35.57%-12.6pp | 802.94%-780.0pp | 32.58%-9.6pp |
| Employer contribution / active EE | $1,471 | $1,574-6.5% | $5,144-71.4% | $2,504-41.2% |
| Participant deferral / active EE | $2,415 | $2,560-5.7% | $5,198-53.5% | $3,966-39.1% |
| Admin fee / account holder | $11 | $81-86.6% | $13,955-99.9% | $100-89.2% |