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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$14,751 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $95,513 | $89,808+6.4% | $100,383-4.9% | $77,671+23.0% |
| Participation rate | 93.5% | 81.2%+12.3pp | 81.5%+12.0pp | 70.6%+22.9pp |
| Annual return | 14.58% | 20.62%-6.0pp | 49.26%-34.7pp | 31.21%-16.6pp |
| Employer contribution / active EE | $605 | $3,039-80.1% | $3,944-84.7% | $2,726-77.8% |
| Participant deferral / active EE | $7,020 | $8,284-15.3% | $8,086-13.2% | $4,648+51.0% |
| Admin fee / account holder | -$24 | $174-113.9% | $7,900-100.3% | $430-105.6% |