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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,832 |
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 | $111,524 | $110,483+0.9% | $145,433-23.3% | $79,634+40.0% |
| Participation rate | 88.0% | 71.1%+16.9pp | 82.1%+5.8pp | 62.5%+25.5pp |
| Annual return | 22.09% | 24.62%-2.5pp | 66.58%-44.5pp | 36.46%-14.4pp |
| Employer contribution / active EE | $1,578 | $4,053-61.1% | $4,554-65.3% | $2,529-37.6% |
| Participant deferral / active EE | $16,833 | $7,216+133.3% | $7,897+113.1% | $3,835+339.0% |
| Admin fee / account holder | $6 | $680-99.1% | $13,129-100.0% | $1,002-99.4% |