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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $681 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,678 | $82,163-48.1% | $125,363-66.0% | $64,814-34.2% |
| Participation rate | 85.8% | 77.9%+7.9pp | 82.4%+3.4pp | 71.5%+14.3pp |
| Annual return | -20.13% | 3.49%-23.6pp | 572.15%-592.3pp | 32.84%-53.0pp |
| Employer contribution / active EE | $2,099 | $3,616-42.0% | $4,815-56.4% | $2,507-16.3% |
| Participant deferral / active EE | $12,409 | $7,175+73.0% | $7,447+66.6% | $4,310+187.9% |
| Admin fee / account holder | $9 | $163-94.8% | $10,005-99.9% | $188-95.5% |