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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,669 |
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 | $99,656 | $89,808+11.0% | $100,383-0.7% | $77,671+28.3% |
| Participation rate | 70.0% | 81.2%-11.2pp | 81.5%-11.5pp | 70.6%-0.6pp |
| Annual return | 20.15% | 20.62%-0.5pp | 49.26%-29.1pp | 31.21%-11.1pp |
| Employer contribution / active EE | $3,100 | $3,039+2.0% | $3,944-21.4% | $2,726+13.7% |
| Participant deferral / active EE | $6,660 | $8,284-19.6% | $8,086-17.6% | $4,648+43.3% |
| Admin fee / account holder | $27 | $174-84.3% | $7,900-99.7% | $430-93.6% |