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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $22,978 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $12,870 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,004 | $82,674-27.4% | $125,381-52.1% | $68,486-12.4% |
| Participation rate | 91.4% | 75.1%+16.3pp | 82.4%+9.0pp | 67.9%+23.5pp |
| Annual return | -16.61% | -5.97%-10.6pp | 572.31%-588.9pp | -7.85%-8.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $17,341 | $6,111+183.8% | $7,448+132.8% | $4,028+330.6% |
| Admin fee / account holder | $162 | $6,277-97.4% | $10,007-98.4% | $5,404-97.0% |