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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $422,031 |
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 | $173,994 | $95,048+83.1% | $141,200+23.2% | $82,204+111.7% |
| Participation rate | 96.1% | 73.7%+22.4pp | 82.5%+13.6pp | 73.4%+22.7pp |
| Annual return | 20.66% | 26.89%-6.2pp | 71.41%-50.7pp | 26.31%-5.6pp |
| Employer contribution / active EE | $3,166 | $2,921+8.4% | $4,736-33.1% | $2,707+17.0% |
| Participant deferral / active EE | $9,933 | $5,907+68.2% | $6,710+48.0% | $4,246+134.0% |
| Admin fee / account holder | $29 | $78-62.6% | $10,265-99.7% | $76-61.6% |