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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $36,288 |
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 | $86,787 | $144,879-40.1% | $111,306-22.0% | $93,010-6.7% |
| Participation rate | 93.1% | 86.1%+7.0pp | 77.3%+15.8pp | 73.9%+19.2pp |
| Annual return | 15.33% | 18.11%-2.8pp | 54.67%-39.3pp | 158.70%-143.4pp |
| Employer contribution / active EE | $2,071 | $3,052-32.2% | $2,732-24.2% | $2,705-23.5% |
| Participant deferral / active EE | $4,014 | $5,576-28.0% | $4,488-10.5% | $4,561-12.0% |
| Admin fee / account holder | $20 | $104-80.6% | $7,966-99.7% | $152-86.7% |