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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 | $90,064+6.1% | $100,415-4.9% | $77,762+22.8% |
| Participation rate | 93.5% | 81.3%+12.2pp | 81.5%+11.9pp | 70.6%+22.9pp |
| Annual return | 14.58% | 20.61%-6.0pp | 49.47%-34.9pp | 31.27%-16.7pp |
| Employer contribution / active EE | $605 | $3,043-80.1% | $3,943-84.7% | $2,728-77.8% |
| Participant deferral / active EE | $7,020 | $8,282-15.2% | $8,091-13.2% | $4,651+50.9% |
| Admin fee / account holder | -$24 | $172-114.1% | $7,906-100.3% | $433-105.6% |