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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,266 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $350,414 | $91,474+283.1% | $135,982+157.7% | $71,529+389.9% |
| Participation rate | 82.6% | 75.7%+7.0pp | 81.9%+0.7pp | 67.9%+14.7pp |
| Annual return | 21.96% | 29.89%-7.9pp | 68.32%-46.4pp | 28.97%-7.0pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $12,382 | $7,095+74.5% | $7,760+59.6% | $4,291+188.5% |
| Admin fee / account holder | $30 | $1,267-97.6% | $10,767-99.7% | $1,588-98.1% |