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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $21,742 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $19,762 |
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 | $32,736 | $52,188-37.3% | $86,640-62.2% | $74,460-56.0% |
| Participation rate | 87.8% | 66.3%+21.5pp | 71.7%+16.1pp | 70.7%+17.0pp |
| Annual return | 24.09% | 44.46%-20.4pp | 592.52%-568.4pp | 34.38%-10.3pp |
| Employer contribution / active EE | $1,444 | $2,282-36.7% | $3,024-52.3% | $2,638-45.3% |
| Participant deferral / active EE | $2,852 | $3,383-15.7% | $4,438-35.7% | $4,530-37.0% |
| Admin fee / account holder | $142 | $319-55.3% | $5,616-97.5% | $348-59.1% |