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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $26,501 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $25,678 |
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 | $29,150 | $65,960-55.8% | $81,882-64.4% | $77,762-62.5% |
| Participation rate | 84.7% | 65.8%+18.9pp | 72.4%+12.3pp | 70.6%+14.1pp |
| Annual return | 17.09% | 26.64%-9.6pp | 779.47%-762.4pp | 31.27%-14.2pp |
| Employer contribution / active EE | $1,377 | $2,375-42.0% | $2,916-52.8% | $2,728-49.5% |
| Participant deferral / active EE | $2,725 | $3,505-22.3% | $4,323-37.0% | $4,651-41.4% |
| Admin fee / account holder | $131 | $526-75.2% | $7,360-98.2% | $433-69.8% |