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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,969 |
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 | $14,684 | $37,196-60.5% | $154,111-90.5% | $55,725-73.6% |
| Participation rate | 80.0% | 64.1%+15.9pp | 83.0%-3.0pp | 70.9%+9.1pp |
| Annual return | -4.85% | 1319.68%-1324.5pp | 735.18%-740.0pp | 244.93%-249.8pp |
| Employer contribution / active EE | $1,647 | $1,614+2.0% | $5,298-68.9% | $2,078-20.8% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $19 | $102-81.2% | $13,411-99.9% | $115-83.4% |