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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,201 |
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 | $101,094 | $106,247-4.8% | $147,096-31.3% | $77,714+30.1% |
| Participation rate | 90.5% | 78.4%+12.1pp | 82.2%+8.3pp | 70.6%+19.9pp |
| Annual return | 25.60% | 56.87%-31.3pp | 419.75%-394.1pp | 31.26%-5.7pp |
| Employer contribution / active EE | $13,294 | $4,069+226.7% | $4,936+169.3% | $2,727+387.5% |
| Participant deferral / active EE | $18,777 | $7,996+134.8% | $8,071+132.7% | $4,649+303.9% |
| Admin fee / account holder | $26 | $338-92.3% | $13,005-99.8% | $433-94.0% |