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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $44,861 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,453 | $64,612-37.4% | $86,438-53.2% | $64,819-37.6% |
| Participation rate | 97.8% | 81.5%+16.3pp | 80.3%+17.4pp | 71.5%+26.3pp |
| Annual return | -19.86% | 0.66%-20.5pp | 4397.19%-4417.1pp | 32.84%-52.7pp |
| Employer contribution / active EE | $2,482 | $2,744-9.5% | $3,769-34.1% | $2,507-1.0% |
| Participant deferral / active EE | $4,406 | $7,497-41.2% | $6,952-36.6% | $4,311+2.2% |
| Admin fee / account holder | $40 | $169-76.5% | $6,733-99.4% | $188-78.9% |