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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $25,194 |
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 | $77,147 | $37,463+105.9% | $77,100+0.1% | $66,949+15.2% |
| Participation rate | 99.5% | 52.9%+46.5pp | 67.9%+31.6pp | 69.8%+29.7pp |
| Annual return | -18.00% | -3.25%-14.8pp | 42.35%-60.4pp | 1.57%-19.6pp |
| Employer contribution / active EE | $5,669 | $1,535+269.3% | $2,815+101.4% | $2,545+122.7% |
| Participant deferral / active EE | $12,420 | $2,621+373.8% | $4,430+180.4% | $4,239+193.0% |
| Admin fee / account holder | $92 | $568-83.9% | $5,443-98.3% | $594-84.6% |