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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,938 |
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 | $230,204 | $65,582+251.0% | $64,097+259.2% | $71,529+221.8% |
| Participation rate | 99.0% | 73.2%+25.8pp | 72.3%+26.7pp | 67.9%+31.1pp |
| Annual return | 16.92% | 18.96%-2.0pp | 33.75%-16.8pp | 28.97%-12.1pp |
| Employer contribution / active EE | $12,519 | $2,671+368.8% | $2,750+355.2% | $2,590+383.4% |
| Participant deferral / active EE | $15,943 | $3,628+339.4% | $3,881+310.8% | $4,291+271.5% |
| Admin fee / account holder | $14 | $616-97.8% | $3,070-99.6% | $1,588-99.1% |