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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,763 |
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 | $84,919 | $91,537-7.2% | $130,045-34.7% | $75,173+13.0% |
| Participation rate | 84.4% | 71.5%+12.9pp | 78.5%+5.9pp | 67.2%+17.2pp |
| Annual return | 19.78% | -631.55%+651.3pp | -137.30%+157.1pp | 160.72%-140.9pp |
| Employer contribution / active EE | $826 | $2,845-71.0% | $4,321-80.9% | $2,671-69.1% |
| Participant deferral / active EE | $5,102 | $4,343+17.5% | $5,820-12.3% | $4,126+23.6% |
| Admin fee / account holder | $22 | $6,780-99.7% | $10,600-99.8% | $5,651-99.6% |