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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $30,810 |
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 | $115,822 | $61,605+88.0% | $112,273+3.2% | $75,173+54.1% |
| Participation rate | 71.1% | 61.7%+9.4pp | 72.4%-1.3pp | 67.2%+3.9pp |
| Annual return | 22.98% | 28.47%-5.5pp | 30.23%-7.3pp | 160.72%-137.7pp |
| Employer contribution / active EE | $3,228 | $2,015+60.1% | $3,431-5.9% | $2,671+20.8% |
| Participant deferral / active EE | $7,962 | $3,108+156.2% | $4,800+65.9% | $4,126+93.0% |
| Admin fee / account holder | $288 | $4,862-94.1% | $7,752-96.3% | $5,651-94.9% |