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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 | $112,596-1.0% | $152,301-26.8% | $64,728+72.3% |
| Participation rate | 88.0% | 63.6%+24.3pp | 82.4%+5.5pp | 57.9%+30.1pp |
| Annual return | 22.09% | 23.76%-1.7pp | 80.50%-58.4pp | 49.38%-27.3pp |
| Employer contribution / active EE | $1,578 | $3,716-57.5% | $4,624-65.9% | $2,243-29.6% |
| Participant deferral / active EE | $16,833 | $6,075+177.1% | $8,004+110.3% | $2,729+516.7% |
| Admin fee / account holder | $6 | $996-99.4% | $14,398-100.0% | $1,145-99.5% |