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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,769 |
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 | $64,933 | $50,860+27.7% | $155,574-58.3% | $77,714-16.4% |
| Participation rate | 84.6% | 63.1%+21.4pp | 78.2%+6.4pp | 70.6%+14.0pp |
| Annual return | 19.45% | 34.86%-15.4pp | 64.87%-45.4pp | 31.26%-11.8pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,676-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $5,010 | $2,825+77.3% | $5,629-11.0% | $4,649+7.8% |
| Admin fee / account holder | $36 | $436-91.8% | $15,914-99.8% | $433-91.7% |