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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,245 |
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 | $126,779 | $179,901-29.5% | $147,096-13.8% | - |
| Participation rate | 99.0% | 77.2%+21.8pp | 82.2%+16.8pp | - |
| Annual return | 15.53% | 11.75%+3.8pp | 419.75%-404.2pp | - |
| Employer contribution / active EE | $8,766 | $3,299+165.7% | $4,936+77.6% | - |
| Participant deferral / active EE | $13,474 | $6,909+95.0% | $8,071+66.9% | - |
| Admin fee / account holder | $21 | $27,572-99.9% | $13,005-99.8% | - |