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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $102,503 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $69,791 |
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 | $55,848 | $81,948-31.8% | $90,766-38.5% | $64,824-13.8% |
| Participation rate | 97.5% | 80.5%+17.0pp | 75.7%+21.8pp | 71.5%+26.0pp |
| Annual return | -16.24% | -12.53%-3.7pp | -12.16%-4.1pp | 32.84%-49.1pp |
| Employer contribution / active EE | $1,420 | $3,067-53.7% | $2,922-51.4% | $2,507-43.4% |
| Participant deferral / active EE | $5,325 | $4,844+9.9% | $4,565+16.7% | $4,311+23.5% |
| Admin fee / account holder | $178 | $157+13.2% | $8,446-97.9% | $188-5.3% |