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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,708 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $66,574 | $37,440+77.8% | $77,081-13.6% | $66,930-0.5% |
| Participation rate | 99.3% | 52.9%+46.4pp | 67.9%+31.3pp | 69.8%+29.4pp |
| Annual return | -15.01% | -3.26%-11.7pp | 42.33%-57.3pp | 1.57%-16.6pp |
| Employer contribution / active EE | $2,175 | $1,534+41.8% | $2,813-22.7% | $2,545-14.5% |
| Participant deferral / active EE | $8,409 | $2,620+221.0% | $4,428+89.9% | $4,238+98.4% |
| Admin fee / account holder | $76 | $568-86.7% | $5,427-98.6% | $593-87.3% |