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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 | $101,499-6.0% | $147,005-35.1% | $74,546+28.0% |
| Participation rate | 95.5% | 75.5%+20.0pp | 82.2%+13.4pp | 67.2%+28.3pp |
| Annual return | 27.73% | 8732.34%-8704.6pp | 418.76%-391.0pp | 1366.03%-1338.3pp |
| Employer contribution / active EE | $5,559 | $3,811+45.9% | $4,934+12.7% | $2,624+111.8% |
| Participant deferral / active EE | $14,182 | $7,304+94.2% | $8,070+75.7% | $4,347+226.2% |
| Admin fee / account holder | $6 | $1,748-99.7% | $13,006-100.0% | $1,944-99.7% |