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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $574,779 |
Filed as: INVESTMENT RESEARCH & ADV GRP Service code 27 · EIN 58-1989031 | Advisory (Plan) | $53,544 |
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 | $83,375 | $89,497-6.8% | $69,888+19.3% | $78,104+6.7% |
| Participation rate | 87.7% | 79.9%+7.7pp | 70.5%+17.2pp | 74.5%+13.2pp |
| Annual return | -14.85% | -12.39%-2.5pp | 190.87%-205.7pp | 10.90%-25.8pp |
| Employer contribution / active EE | $1,960 | $3,152-37.8% | $2,560-23.4% | $3,128-37.3% |
| Participant deferral / active EE | $5,353 | $4,564+17.3% | $3,849+39.1% | $5,089+5.2% |
| Admin fee / account holder | $68 | $78-12.2% | $6,267-98.9% | $79-13.5% |