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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,564 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $17,644 | $46,732-62.2% | $156,551-88.7% | $55,167-68.0% |
| Participation rate | 76.7% | 65.8%+10.9pp | 84.0%-7.3pp | 69.0%+7.7pp |
| Annual return | 8.37% | 17.72%-9.4pp | 32.23%-23.9pp | 169.23%-160.9pp |
| Employer contribution / active EE | $2,008 | $2,105-4.6% | $5,501-63.5% | $1,963+2.3% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $36 | $418-91.3% | $13,028-99.7% | $504-92.8% |