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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $740,445 |
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 | $19,650 | $96,393-79.6% | $76,891-74.4% | $96,393-79.6% |
| Participation rate | 86.6% | 71.3%+15.3pp | 69.6%+17.0pp | 71.3%+15.3pp |
| Annual return | 12.45% | 22.88%-10.4pp | 37.91%-25.5pp | 22.88%-10.4pp |
| Employer contribution / active EE | $805 | $3,239-75.1% | $2,534-68.2% | $3,239-75.1% |
| Participant deferral / active EE | $1,899 | $5,455-65.2% | $3,833-50.5% | $5,455-65.2% |
| Admin fee / account holder | $62 | $74-15.9% | $5,488-98.9% | $74-15.9% |