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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $54,496 |
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 | $54,511 | $78,781-30.8% | $100,528-45.8% | $73,412-25.7% |
| Participation rate | 83.3% | 80.0%+3.2pp | 79.4%+3.8pp | 72.2%+11.1pp |
| Annual return | 29.42% | 31.69%-2.3pp | 30.90%-1.5pp | 59.30%-29.9pp |
| Employer contribution / active EE | $2,445 | $2,420+1.1% | $3,419-28.5% | $2,234+9.5% |
| Participant deferral / active EE | $5,966 | $6,537-8.7% | $6,271-4.9% | $3,806+56.8% |
| Admin fee / account holder | $73 | $145-49.5% | $8,084-99.1% | $158-53.5% |