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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$3,118 |
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 | $172,187 | $83,427+106.4% | $115,756+48.7% | $68,486+151.4% |
| Participation rate | 100.0% | 71.9%+28.1pp | 77.1%+22.9pp | 67.9%+32.1pp |
| Annual return | -17.18% | -10.95%-6.2pp | 143.14%-160.3pp | -7.85%-9.3pp |
| Employer contribution / active EE | $12,198 | $3,075+296.7% | $3,793+221.6% | $2,597+369.7% |
| Participant deferral / active EE | $14,787 | $5,355+176.1% | $6,254+136.4% | $4,028+267.1% |
| Admin fee / account holder | $4 | $5,708-99.9% | $8,124-99.9% | $5,404-99.9% |