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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $245,639 |
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 | $14,807 | $329,111-95.5% | $69,779-78.8% | $329,111-95.5% |
| Participation rate | 93.4% | 67.9%+25.6pp | 71.8%+21.6pp | 67.9%+25.6pp |
| Annual return | 5.51% | 16.35%-10.8pp | 12.99%-7.5pp | 16.35%-10.8pp |
| Employer contribution / active EE | $602 | $2,303-73.9% | $2,338-74.3% | $2,303-73.9% |
| Participant deferral / active EE | $1,378 | $3,682-62.6% | $2,931-53.0% | $3,682-62.6% |
| Admin fee / account holder | $17 | $754-97.7% | $4,381-99.6% | $754-97.7% |