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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 | $176,811-28.3% | $147,005-13.8% | - |
| Participation rate | 99.0% | 76.9%+22.1pp | 82.2%+16.8pp | - |
| Annual return | 15.53% | 11.59%+3.9pp | 418.76%-403.2pp | - |
| Employer contribution / active EE | $8,766 | $3,294+166.2% | $4,934+77.7% | - |
| Participant deferral / active EE | $13,474 | $6,900+95.3% | $8,070+67.0% | - |
| Admin fee / account holder | $21 | $27,451-99.9% | $13,006-99.8% | - |