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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $644 |
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 | $166,504 | $137,414+21.2% | $189,545-12.2% | $85,851+93.9% |
| Participation rate | 94.2% | 84.6%+9.6pp | 87.8%+6.4pp | 69.3%+24.9pp |
| Annual return | 17.78% | 38.14%-20.4pp | 555.36%-537.6pp | 318.63%-300.9pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,162-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $18,276 | $6,260+192.0% | $8,220+122.3% | $3,952+362.4% |
| Admin fee / account holder | $4 | $8,630-100.0% | $12,049-100.0% | $6,261-99.9% |