| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $432,998 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,843 | $114,842-77.5% | $159,495-83.8% | $101,555-74.6% |
| Participation rate | 86.3% | 71.6%+14.6pp | 82.8%+3.4pp | 74.5%+11.7pp |
| Annual return | 24.64% | 22.90%+1.7pp | 263.72%-239.1pp | 21.00%+3.6pp |
| Employer contribution / active EE | $1,658 | $3,203-48.2% | $4,831-65.7% | $2,972-44.2% |
| Participant deferral / active EE | $5,524 | $6,336-12.8% | $7,354-24.9% | $4,874+13.3% |
| Admin fee / account holder | $53 | $80-34.2% | $10,804-99.5% | $139-62.1% |