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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,729 |
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 | $52,577 | $53,596-1.9% | $90,657-42.0% | $64,173-18.1% |
| Participation rate | 93.7% | 64.5%+29.1pp | 74.0%+19.6pp | 69.6%+24.1pp |
| Annual return | -6.10% | 4.41%-10.5pp | 1.89%-8.0pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,110 | $1,503-26.1% | $2,532-56.1% | $2,381-53.4% |
| Participant deferral / active EE | $13,708 | $2,459+457.6% | $3,424+300.3% | $3,470+295.1% |
| Admin fee / account holder | -$7 | $3,868-100.2% | $4,994-100.1% | $4,887-100.1% |