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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $38,781 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,108 | $75,388-33.5% | $123,549-59.4% | $55,725-10.1% |
| Participation rate | 95.5% | 75.7%+19.9pp | 82.3%+13.2pp | 70.9%+24.7pp |
| Annual return | -7.55% | 4.48%-12.0pp | 119.20%-126.7pp | 244.93%-252.5pp |
| Employer contribution / active EE | $4,084 | $3,063+33.3% | $4,628-11.8% | $2,078+96.5% |
| Participant deferral / active EE | $15,202 | $5,651+169.0% | $6,426+136.6% | $3,356+353.0% |
| Admin fee / account holder | $63 | $120-47.1% | $9,284-99.3% | $115-45.0% |