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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $39,359 |
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 | $62,093 | $89,282-30.5% | $94,664-34.4% | $74,460-16.6% |
| Participation rate | 96.0% | 82.4%+13.5pp | 80.8%+15.1pp | 70.7%+25.2pp |
| Annual return | 21.18% | 25.96%-4.8pp | 156.84%-135.7pp | 34.38%-13.2pp |
| Employer contribution / active EE | $2,744 | $3,022-9.2% | $3,673-25.3% | $2,638+4.0% |
| Participant deferral / active EE | $5,149 | $8,425-38.9% | $7,417-30.6% | $4,530+13.7% |
| Admin fee / account holder | $40 | $219-81.5% | $7,222-99.4% | $348-88.4% |