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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,248 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $156,417 | $84,482+85.1% | $125,363+24.8% | $66,930+133.7% |
| Participation rate | 84.7% | 76.4%+8.3pp | 82.4%+2.3pp | 69.8%+14.9pp |
| Annual return | -20.52% | -8.49%-12.0pp | 572.15%-592.7pp | 1.57%-22.1pp |
| Employer contribution / active EE | $2,833 | $3,553-20.3% | $4,815-41.2% | $2,545+11.3% |
| Participant deferral / active EE | $13,982 | $6,782+106.2% | $7,447+87.8% | $4,238+229.9% |
| Admin fee / account holder | $5 | $685-99.2% | $10,005-99.9% | $593-99.1% |