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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $43,636 |
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 | $132,604 | $92,076+44.0% | $105,607+25.6% | $77,736+70.6% |
| Participation rate | 96.7% | 81.0%+15.7pp | 75.3%+21.4pp | 70.6%+26.1pp |
| Annual return | 19.84% | 17.84%+2.0pp | 116.11%-96.3pp | 31.26%-11.4pp |
| Employer contribution / active EE | $5,839 | $3,370+73.3% | $3,167+84.4% | $2,728+114.1% |
| Participant deferral / active EE | $12,778 | $5,390+137.1% | $5,011+155.0% | $4,651+174.8% |
| Admin fee / account holder | $47 | $219-78.6% | $10,958-99.6% | $433-89.2% |