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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $427,052 |
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 | $17,968 | $106,520-83.1% | $86,645-79.3% | $106,520-83.1% |
| Participation rate | 86.8% | 71.3%+15.5pp | 71.7%+15.2pp | 71.3%+15.5pp |
| Annual return | 11.81% | 19.28%-7.5pp | 63.52%-51.7pp | 19.28%-7.5pp |
| Employer contribution / active EE | $745 | $2,840-73.8% | $2,496-70.2% | $2,840-73.8% |
| Participant deferral / active EE | $1,773 | $4,948-64.2% | $3,700-52.1% | $4,948-64.2% |
| Admin fee / account holder | $37 | $75-50.9% | $5,830-99.4% | $75-50.9% |