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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,485 |
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 | $139,921 | $101,672+37.6% | $147,117-4.9% | $74,478+87.9% |
| Participation rate | 97.2% | 75.5%+21.6pp | 82.2%+15.0pp | 67.2%+29.9pp |
| Annual return | 14.98% | 8757.83%-8742.8pp | 420.54%-405.6pp | 1370.56%-1355.6pp |
| Employer contribution / active EE | $4,921 | $3,813+29.1% | $4,932-0.2% | $2,626+87.4% |
| Participant deferral / active EE | $11,824 | $7,305+61.9% | $8,065+46.6% | $4,350+171.8% |
| Admin fee / account holder | $90 | $1,753-94.9% | $12,993-99.3% | $1,946-95.4% |