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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $46,119 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $37,391 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $30,884 | $93,131-66.8% | $106,555-71.0% | $86,821-64.4% |
| Participation rate | 98.3% | 81.4%+16.9pp | 76.1%+22.2pp | 72.3%+26.0pp |
| Annual return | 17.23% | 19.45%-2.2pp | 26.80%-9.6pp | 97.94%-80.7pp |
| Employer contribution / active EE | $2,049 | $2,895-29.2% | $2,819-27.3% | $2,406-14.8% |
| Participant deferral / active EE | $3,605 | $4,708-23.4% | $4,399-18.0% | $4,132-12.7% |
| Admin fee / account holder | $194 | $145+33.5% | $7,408-97.4% | $170+14.3% |