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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $13,914 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,274 | $63,321-75.9% | $68,803-77.8% | $77,906-80.4% |
| Participation rate | 80.0% | 71.1%+8.9pp | 69.0%+10.9pp | 73.7%+6.3pp |
| Annual return | -17.70% | -6.50%-11.2pp | -6.37%-11.3pp | 12.16%-29.9pp |
| Employer contribution / active EE | $1,164 | $2,794-58.3% | $2,656-56.2% | $2,846-59.1% |
| Participant deferral / active EE | $4,272 | $4,029+6.0% | $3,942+8.4% | $4,805-11.1% |
| Admin fee / account holder | $9 | $104-91.5% | $4,936-99.8% | $133-93.3% |