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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,330 |
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 | $175,115 | $79,181+121.2% | $102,423+71.0% | $74,429+135.3% |
| Participation rate | 87.3% | 74.8%+12.6pp | 76.5%+10.8pp | 67.2%+20.1pp |
| Annual return | 20.11% | 54.97%-34.9pp | 29.42%-9.3pp | 1368.38%-1348.3pp |
| Employer contribution / active EE | $2,868 | $2,362+21.5% | $3,023-5.1% | $2,625+9.3% |
| Participant deferral / active EE | $8,038 | $4,416+82.0% | $5,054+59.0% | $4,348+84.8% |
| Admin fee / account holder | $144 | $2,002-92.8% | $9,455-98.5% | $1,944-92.6% |