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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$27,606 |
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 | $166,403 | $96,458+72.5% | $136,298+22.1% | $77,958+113.5% |
| Participation rate | 89.0% | 75.4%+13.6pp | 81.9%+7.1pp | 71.6%+17.3pp |
| Annual return | 17.28% | 23.78%-6.5pp | 5156.27%-5139.0pp | 20.87%-3.6pp |
| Employer contribution / active EE | $7,765 | $3,144+147.0% | $4,696+65.4% | $2,310+236.1% |
| Participant deferral / active EE | $8,938 | $5,902+51.4% | $6,247+43.1% | $3,537+152.7% |
| Admin fee / account holder | -$17 | $80-120.8% | $9,244-100.2% | $97-117.2% |