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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,043,799 |
Filed as: INVESTMENT RESEARCH & ADV GRP Service code 16 · EIN 58-1989031 | Consulting | $96,456 |
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 | $17,122 | $89,433-80.9% | $69,888-75.5% | $89,433-80.9% |
| Participation rate | 86.9% | 71.3%+15.6pp | 70.5%+16.4pp | 71.3%+15.6pp |
| Annual return | -13.87% | -11.88%-2.0pp | 190.87%-204.7pp | -11.88%-2.0pp |
| Employer contribution / active EE | $820 | $3,021-72.9% | $2,560-68.0% | $3,021-72.9% |
| Participant deferral / active EE | $1,944 | $5,125-62.1% | $3,849-49.5% | $5,125-62.1% |
| Admin fee / account holder | $92 | $79+16.4% | $6,267-98.5% | $79+16.4% |