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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$18,650 |
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 | $183,780 | $102,661+79.0% | $151,639+21.2% | $66,938+174.6% |
| Participation rate | 92.5% | 85.5%+7.0pp | 87.5%+5.1pp | 69.8%+22.7pp |
| Annual return | -16.22% | -10.81%-5.4pp | 3.34%-19.6pp | 1.58%-17.8pp |
| Employer contribution / active EE | $2,882 | $4,184-31.1% | $6,165-53.3% | $2,545+13.2% |
| Participant deferral / active EE | $14,231 | $6,645+114.2% | $8,363+70.2% | $4,238+235.8% |
| Admin fee / account holder | -$83 | $630-113.2% | $11,613-100.7% | $594-114.1% |