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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $104,852 |
LEGACY PROFESSIONALS LLP9+ years Filed as: LEGACY ASSET MANAGEMENT INC Service code 27 · EIN 76-0574055 | Advisory (Plan) | $50,794 |
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 | $61,762 | $56,638+9.0% | $169,385-63.5% | $74,440-17.0% |
| Participation rate | 98.7% | 67.5%+31.2pp | 77.2%+21.6pp | 70.7%+28.0pp |
| Annual return | 23.10% | 24.75%-1.6pp | 405.82%-382.7pp | 34.37%-11.3pp |
| Employer contribution / active EE | $4,692 | $2,027+131.5% | $4,012+16.9% | $2,638+77.9% |
| Participant deferral / active EE | $9,083 | $4,223+115.1% | $6,221+46.0% | $4,529+100.6% |
| Admin fee / account holder | $129 | $307-58.1% | $9,011-98.6% | $348-63.1% |