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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $9,129 |
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 | $85,914 | $69,511+23.6% | $94,672-9.3% | $71,529+20.1% |
| Participation rate | 75.2% | 78.4%-3.2pp | 80.8%-5.6pp | 67.9%+7.3pp |
| Annual return | 31.25% | 29.67%+1.6pp | 156.89%-125.6pp | 28.97%+2.3pp |
| Employer contribution / active EE | $3,292 | $2,853+15.4% | $3,673-10.4% | $2,590+27.1% |
| Participant deferral / active EE | $7,921 | $7,348+7.8% | $7,417+6.8% | $4,291+84.6% |
| Admin fee / account holder | $41 | $1,211-96.6% | $7,222-99.4% | $1,588-97.4% |