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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 | $101,591-6.1% | $147,096-35.2% | $74,429+28.2% |
| Participation rate | 95.5% | 75.5%+20.0pp | 82.2%+13.3pp | 67.2%+28.3pp |
| Annual return | 27.73% | 8746.45%-8718.7pp | 419.75%-392.0pp | 1368.38%-1340.6pp |
| Employer contribution / active EE | $5,559 | $3,813+45.8% | $4,936+12.6% | $2,625+111.8% |
| Participant deferral / active EE | $14,182 | $7,302+94.2% | $8,071+75.7% | $4,348+226.1% |
| Admin fee / account holder | $6 | $1,750-99.7% | $13,005-100.0% | $1,944-99.7% |