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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$22,940 |
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 | $151,882 | $85,135+78.4% | $98,920+53.5% | $73,412+106.9% |
| Participation rate | 91.3% | 81.1%+10.1pp | 76.0%+15.2pp | 72.2%+19.1pp |
| Annual return | 15.95% | 19.14%-3.2pp | 196.47%-180.5pp | 59.30%-43.3pp |
| Employer contribution / active EE | $3,997 | $2,721+46.9% | $2,689+48.6% | $2,234+79.0% |
| Participant deferral / active EE | $10,403 | $4,349+139.2% | $4,245+145.1% | $3,806+173.3% |
| Admin fee / account holder | -$28 | $139-120.2% | $6,643-100.4% | $158-117.8% |