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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $981 |
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 | $92,351 | $105,198-12.2% | $159,455-42.1% | $85,856+7.6% |
| Participation rate | 92.8% | 75.8%+17.0pp | 82.8%+9.9pp | 69.3%+23.4pp |
| Annual return | 15.80% | 45.08%-29.3pp | 263.63%-247.8pp | 318.58%-302.8pp |
| Employer contribution / active EE | $7,056 | $3,319+112.6% | $4,830+46.1% | $2,565+175.0% |
| Participant deferral / active EE | $14,051 | $5,946+136.3% | $7,353+91.1% | $3,952+255.5% |
| Admin fee / account holder | $23 | $6,934-99.7% | $10,800-99.8% | $6,261-99.6% |