Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
n/a
Vendor & structure
75
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE LOAN STORY.
Plan sponsor
Name
THE LOAN STORY
EIN
20-3118998
Address
4880 STEVENS CREEK BLVD · #200 · SAN JOSE, CA · 95129
