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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $34,452 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $36,387 | $80,753-54.9% | $136,298-73.3% | $62,293-41.6% |
| Participation rate | 77.9% | 73.5%+4.4pp | 81.9%-4.0pp | 69.5%+8.4pp |
| Annual return | 31.98% | 35.83%-3.8pp | 5156.27%-5124.3pp | 28.90%+3.1pp |
| Employer contribution / active EE | $496 | $2,884-82.8% | $4,696-89.4% | $2,042-75.7% |
| Participant deferral / active EE | $2,316 | $5,164-55.2% | $6,247-62.9% | $3,169-26.9% |
| Admin fee / account holder | $2 | $525-99.7% | $9,244-100.0% | $479-99.7% |