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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $59,070 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $15,420 |
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 | $23,209 | $53,165-56.3% | $86,235-73.1% | $74,473-68.8% |
| Participation rate | 86.8% | 64.9%+21.9pp | 69.0%+17.8pp | 70.7%+16.0pp |
| Annual return | 35.12% | 22.64%+12.5pp | 1170.03%-1134.9pp | 34.36%+0.8pp |
| Employer contribution / active EE | $1,984 | $1,210+63.9% | $2,381-16.7% | $2,638-24.8% |
| Participant deferral / active EE | $4,369 | $3,234+35.1% | $3,987+9.6% | $4,530-3.5% |
| Admin fee / account holder | $202 | $551-63.3% | $6,856-97.0% | $347-41.7% |