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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $31,176 |
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 | $118,131 | $84,784+39.3% | $98,462+20.0% | $74,473+58.6% |
| Participation rate | 97.1% | 81.5%+15.6pp | 75.2%+21.9pp | 70.7%+26.4pp |
| Annual return | 24.20% | 20.59%+3.6pp | 21.17%+3.0pp | 34.36%-10.2pp |
| Employer contribution / active EE | $5,195 | $3,364+54.4% | $3,049+70.4% | $2,638+96.9% |
| Participant deferral / active EE | $11,939 | $5,218+128.8% | $4,738+152.0% | $4,530+163.5% |
| Admin fee / account holder | $39 | $204-81.1% | $8,875-99.6% | $347-88.9% |