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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $18,894 |
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 | $18,996 | $30,107-36.9% | $61,501-69.1% | $64,824-70.7% |
| Participation rate | 78.8% | 36.4%+42.4pp | 52.6%+26.2pp | 71.5%+7.3pp |
| Annual return | -17.93% | -13.99%-3.9pp | 339.04%-357.0pp | 32.84%-50.8pp |
| Employer contribution / active EE | $1,652 | $537+207.7% | $1,160+42.4% | $2,507-34.1% |
| Participant deferral / active EE | $427 | $1,126-62.1% | $2,125-79.9% | $4,311-90.1% |
| Admin fee / account holder | $55 | $148-63.0% | $2,132-97.4% | $188-70.8% |