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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $96,420 |
Form 5500 reported that benefits due were not provided when due.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,494 | $33,232-26.3% | $71,796-65.9% | $63,975-61.7% |
| Participation rate | 99.7% | 60.1%+39.6pp | 69.1%+30.6pp | 71.1%+28.6pp |
| Annual return | 7.61% | 11.99%-4.4pp | 78.04%-70.4pp | 48.65%-41.0pp |
| Employer contribution / active EE | $432 | $723-40.2% | $1,924-77.5% | $2,182-80.2% |
| Participant deferral / active EE | $2,810 | $1,604+75.2% | $2,794+0.6% | $3,356-16.3% |
| Admin fee / account holder | $26 | $63-58.6% | $4,815-99.5% | $70-62.7% |