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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,718 |
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 | $34,823 | $46,732-25.5% | $156,551-77.8% | $55,167-36.9% |
| Participation rate | 85.2% | 65.8%+19.4pp | 84.0%+1.2pp | 69.0%+16.2pp |
| Annual return | 9.80% | 17.72%-7.9pp | 32.23%-22.4pp | 169.23%-159.4pp |
| Employer contribution / active EE | $813 | $2,105-61.4% | $5,501-85.2% | $1,963-58.6% |
| Participant deferral / active EE | $3,656 | $2,204+65.9% | $4,871-24.9% | $3,054+19.7% |
| Admin fee / account holder | $33 | $418-92.1% | $13,028-99.7% | $504-93.4% |