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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $850 |
Filed as: MERRILL LYNCH PIERCE FENNER & SMIT Service code 61 · EIN 13-5674085 | Finders' fees / placement fees | $0 |
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 | $50,313 | $46,173+9.0% | $170,435-70.5% | $69,631-27.7% |
| Participation rate | 88.1% | 63.9%+24.2pp | 83.6%+4.5pp | 70.7%+17.4pp |
| Annual return | 18.41% | 21.62%-3.2pp | 205.94%-187.5pp | 27571.02%-27552.6pp |
| Employer contribution / active EE | $452 | $1,610-71.9% | $5,432-91.7% | $2,032-77.7% |
| Participant deferral / active EE | $3,503 | $2,080+68.4% | $4,939-29.1% | $3,224+8.7% |
| Admin fee / account holder | $2 | $116-97.9% | $13,881-100.0% | $110-97.8% |