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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $13,830 |
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 | $54,826 | $72,303-24.2% | $86,698-36.8% | $64,824-15.4% |
| Participation rate | 92.5% | 80.4%+12.1pp | 76.6%+15.9pp | 71.5%+21.0pp |
| Annual return | -15.69% | 392.77%-408.5pp | 35.96%-51.7pp | 32.84%-48.5pp |
| Employer contribution / active EE | $2,441 | $2,393+2.0% | $2,837-14.0% | $2,507-2.7% |
| Participant deferral / active EE | $5,562 | $4,660+19.4% | $4,656+19.5% | $4,311+29.0% |
| Admin fee / account holder | $29 | $174-83.4% | $7,492-99.6% | $188-84.6% |