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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$5,950 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $68,125 | $65,437+4.1% | $86,698-21.4% | $66,949+1.8% |
| Participation rate | 94.3% | 75.5%+18.8pp | 76.6%+17.7pp | 69.8%+24.4pp |
| Annual return | -18.67% | -10.91%-7.8pp | 35.96%-54.6pp | 1.57%-20.2pp |
| Employer contribution / active EE | $3,435 | $2,154+59.5% | $2,837+21.1% | $2,545+34.9% |
| Participant deferral / active EE | $7,211 | $4,102+75.8% | $4,656+54.9% | $4,239+70.1% |
| Admin fee / account holder | -$6 | $642-100.9% | $7,492-100.1% | $594-101.0% |