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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $60,250 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,264 | $110,258-38.1% | $102,460-33.4% | $200,096-65.9% |
| Participation rate | 93.2% | 86.3%+6.9pp | 76.5%+16.7pp | 72.0%+21.2pp |
| Annual return | 15.78% | 35.78%-20.0pp | 29.47%-13.7pp | 34.26%-18.5pp |
| Employer contribution / active EE | $2,417 | $3,605-33.0% | $3,025-20.1% | $3,038-20.4% |
| Participant deferral / active EE | $4,613 | $6,377-27.7% | $5,056-8.8% | $5,090-9.4% |
| Admin fee / account holder | $27 | $122-78.2% | $9,460-99.7% | $269-90.1% |