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 70% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
91
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOANA SERVICES, INC..
Plan sponsor
Name
LOANA SERVICES, INC.
EIN
83-4328337
Address
23792 ROCKFIELD BLVD. #140 · LAKE FOREST, CA · 92630
