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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,251 |
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 | $19,138 | $55,453-65.5% | $170,435-88.8% | $62,293-69.3% |
| Participation rate | 83.6% | 66.4%+17.2pp | 83.6%0pp | 69.5%+14.1pp |
| Annual return | 19.86% | 21.38%-1.5pp | 205.94%-186.1pp | 28.90%-9.0pp |
| Employer contribution / active EE | $2,445 | $2,164+13.0% | $5,432-55.0% | $2,042+19.7% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $26 | $455-94.2% | $13,881-99.8% | $479-94.5% |