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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $27,553 |
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 | $114,113 | $41,151+177.3% | $80,648+41.5% | $71,529+59.5% |
| Participation rate | 100.0% | 50.2%+49.8pp | 67.0%+33.0pp | 67.9%+32.1pp |
| Annual return | 20.05% | 38.49%-18.4pp | 937.21%-917.2pp | 28.97%-8.9pp |
| Employer contribution / active EE | $8,975 | $1,513+493.1% | $2,724+229.5% | $2,590+246.5% |
| Participant deferral / active EE | $13,742 | $2,700+408.9% | $4,443+209.3% | $4,291+220.2% |
| Admin fee / account holder | $111 | $1,842-94.0% | $5,382-97.9% | $1,588-93.0% |