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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $12,496 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,485 | $47,163+4.9% | $149,696-66.9% | $74,460-33.5% |
| Participation rate | 87.2% | 63.4%+23.8pp | 78.8%+8.4pp | 70.7%+16.5pp |
| Annual return | 23.18% | 22.75%+0.4pp | 134.46%-111.3pp | 34.38%-11.2pp |
| Employer contribution / active EE | $1,655 | $1,907-13.2% | $4,821-65.7% | $2,638-37.3% |
| Participant deferral / active EE | $5,689 | $2,730+108.4% | $5,682+0.1% | $4,530+25.6% |
| Admin fee / account holder | $24 | $343-93.0% | $13,212-99.8% | $348-93.1% |