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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $12,424 |
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 | $53,945 | $47,135+14.4% | $149,717-64.0% | $74,440-27.5% |
| Participation rate | 92.7% | 63.4%+29.3pp | 78.8%+13.9pp | 70.7%+22.0pp |
| Annual return | 22.97% | 22.75%+0.2pp | 134.41%-111.4pp | 34.37%-11.4pp |
| Employer contribution / active EE | $7 | $1,906-99.7% | $4,820-99.9% | $2,638-99.8% |
| Participant deferral / active EE | $5,495 | $2,728+101.4% | $5,682-3.3% | $4,529+21.3% |
| Admin fee / account holder | $38 | $343-89.0% | $13,213-99.7% | $348-89.1% |