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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $32,575 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $32,262 |
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 | $31,530 | $51,878-39.2% | $68,368-53.9% | $79,634-60.4% |
| Participation rate | 87.9% | 53.7%+34.2pp | 73.8%+14.1pp | 62.5%+25.4pp |
| Annual return | 22.77% | 137.43%-114.7pp | 292.57%-269.8pp | 36.46%-13.7pp |
| Employer contribution / active EE | $1,507 | $1,931-22.0% | $2,649-43.1% | $2,529-40.4% |
| Participant deferral / active EE | $2,970 | $2,577+15.2% | $4,123-28.0% | $3,835-22.6% |
| Admin fee / account holder | $141 | $942-85.1% | $5,150-97.3% | $1,002-85.9% |