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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$6,276 |
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 | $83,522 | $84,936-1.7% | $111,308-25.0% | $79,391+5.2% |
| Participation rate | 94.1% | 75.9%+18.3pp | 77.3%+16.8pp | 70.7%+23.4pp |
| Annual return | 11.91% | 17.45%-5.5pp | 54.67%-42.8pp | 116.88%-105.0pp |
| Employer contribution / active EE | $2,942 | $1,979+48.6% | $2,732+7.7% | $2,428+21.2% |
| Participant deferral / active EE | $6,697 | $3,888+72.2% | $4,487+49.2% | $4,046+65.5% |
| Admin fee / account holder | -$9 | $537-101.7% | $7,965-100.1% | $627-101.4% |