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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,192 |
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 | $95,385 | $101,672-6.2% | $147,117-35.2% | $74,478+28.1% |
| Participation rate | 95.5% | 75.5%+20.0pp | 82.2%+13.3pp | 67.2%+28.3pp |
| Annual return | 27.73% | 8757.83%-8730.1pp | 420.54%-392.8pp | 1370.56%-1342.8pp |
| Employer contribution / active EE | $5,559 | $3,813+45.8% | $4,932+12.7% | $2,626+111.7% |
| Participant deferral / active EE | $14,182 | $7,305+94.1% | $8,065+75.9% | $4,350+226.0% |
| Admin fee / account holder | $6 | $1,753-99.7% | $12,993-100.0% | $1,946-99.7% |