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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,754 |
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 | $31,882 | $47,163-32.4% | $149,696-78.7% | $74,460-57.2% |
| Participation rate | 86.4% | 63.4%+23.0pp | 78.8%+7.6pp | 70.7%+15.7pp |
| Annual return | 23.77% | 22.75%+1.0pp | 134.46%-110.7pp | 34.38%-10.6pp |
| Employer contribution / active EE | $1,146 | $1,907-39.9% | $4,821-76.2% | $2,638-56.6% |
| Participant deferral / active EE | $3,565 | $2,730+30.6% | $5,682-37.3% | $4,530-21.3% |
| Admin fee / account holder | $42 | $343-87.7% | $13,212-99.7% | $348-87.9% |