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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $16,895 |
Form 5500 reported that benefits due were not provided when due.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,733 | $59,186+176.6% | $76,766+113.3% | $56,287+190.9% |
| Participation rate | 95.1% | 75.2%+19.9pp | 77.0%+18.1pp | 69.9%+25.2pp |
| Annual return | -4.42% | 6.62%-11.0pp | 2.43%-6.8pp | -9.96%+5.5pp |
| Employer contribution / active EE | $3,515 | $1,759+99.9% | $2,485+41.4% | $2,111+66.5% |
| Participant deferral / active EE | $10,027 | $3,255+208.1% | $3,851+160.3% | $3,350+199.3% |
| Admin fee / account holder | $69 | $489-85.9% | $6,675-99.0% | $521-86.7% |