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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $25,695 |
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 | $134,314 | $91,439+46.9% | $135,974-1.2% | $71,511+87.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 22.07% | 29.90%-7.8pp | 68.30%-46.2pp | 28.86%-6.8pp |
| Employer contribution / active EE | $3,723 | $3,705+0.5% | $4,859-23.4% | $2,589+43.8% |
| Participant deferral / active EE | $8,809 | $7,093+24.2% | $7,760+13.5% | $4,291+105.3% |
| Admin fee / account holder | $132 | $1,267-89.6% | $10,767-98.8% | $1,588-91.7% |