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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $65,470 |
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 | $97,780 | $126,111-22.5% | $142,516-31.4% | $80,157+22.0% |
| Participation rate | 89.0% | 87.5%+1.4pp | 76.8%+12.2pp | 72.9%+16.0pp |
| Annual return | 21.28% | 23.39%-2.1pp | 19.99%+1.3pp | 40.39%-19.1pp |
| Employer contribution / active EE | $4,275 | $6,430-33.5% | $4,849-11.8% | $2,977+43.6% |
| Participant deferral / active EE | $9,342 | $7,822+19.4% | $6,280+48.8% | $5,015+86.3% |
| Admin fee / account holder | $61 | $92-34.5% | $10,008-99.4% | $145-58.3% |