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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,175 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $254,231 | $84,482+200.9% | $125,363+102.8% | $66,930+279.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -17.85% | -8.49%-9.4pp | 572.15%-590.0pp | 1.57%-19.4pp |
| Employer contribution / active EE | $11,469 | $3,553+222.8% | $4,815+138.2% | $2,545+350.7% |
| Participant deferral / active EE | $11,334 | $6,782+67.1% | $7,447+52.2% | $4,238+167.4% |
| Admin fee / account holder | $8 | $685-98.8% | $10,005-99.9% | $593-98.7% |