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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $42,967 |
Annual investment return 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 | $31,273 | $82,163-61.9% | $125,381-75.1% | $64,819-51.8% |
| Participation rate | 89.2% | 77.9%+11.3pp | 82.4%+6.9pp | 71.5%+17.8pp |
| Annual return | -19.21% | 3.49%-22.7pp | 572.31%-591.5pp | 32.84%-52.0pp |
| Employer contribution / active EE | $2,297 | $3,616-36.5% | $4,815-52.3% | $2,507-8.4% |
| Participant deferral / active EE | $10,094 | $7,175+40.7% | $7,448+35.5% | $4,311+134.1% |
| Admin fee / account holder | $111 | $163-32.1% | $10,007-98.9% | $188-41.0% |