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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $964 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $134,062 | $99,957+34.1% | $149,745-10.5% | $73,497+82.4% |
| Participation rate | 79.5% | 75.7%+3.8pp | 82.5%-3.0pp | 70.7%+8.8pp |
| Annual return | 13.14% | 53.87%-40.7pp | 276.72%-263.6pp | 28.51%-15.4pp |
| Employer contribution / active EE | $537 | $3,191-83.2% | $4,646-88.4% | $2,270-76.3% |
| Participant deferral / active EE | $10,186 | $6,073+67.7% | $6,843+48.8% | $3,740+172.4% |
| Admin fee / account holder | $6 | $551-98.9% | $9,312-99.9% | $513-98.9% |