| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $166,811 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $183,505 | $134,619+36.3% | $111,319+64.8% | $101,555+80.7% |
| Participation rate | 94.9% | 89.0%+5.9pp | 77.3%+17.6pp | 74.5%+20.4pp |
| Annual return | 11.67% | 17.96%-6.3pp | 54.68%-43.0pp | 21.00%-9.3pp |
| Employer contribution / active EE | $3,974 | $3,829+3.8% | $2,732+45.5% | $2,972+33.7% |
| Participant deferral / active EE | $6,924 | $6,572+5.4% | $4,488+54.3% | $4,874+42.1% |
| Admin fee / account holder | $10 | $86-87.9% | $7,966-99.9% | $139-92.5% |