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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$13,095 |
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 | $110,061 | $89,282+23.3% | $94,672+16.3% | $74,473+47.8% |
| Participation rate | 98.4% | 82.4%+16.0pp | 80.8%+17.6pp | 70.7%+27.7pp |
| Annual return | 21.73% | 25.96%-4.2pp | 156.89%-135.2pp | 34.36%-12.6pp |
| Employer contribution / active EE | $5,995 | $3,022+98.4% | $3,673+63.2% | $2,638+127.2% |
| Participant deferral / active EE | $15,048 | $8,425+78.6% | $7,417+102.9% | $4,530+232.2% |
| Admin fee / account holder | -$28 | $219-112.8% | $7,222-100.4% | $347-108.0% |