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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $9,925 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $59,520 | $102,422-41.9% | $147,117-59.5% | $80,959-26.5% |
| Participation rate | 81.4% | 75.9%+5.5pp | 82.2%-0.8pp | 67.7%+13.7pp |
| Annual return | 24.53% | 135.16%-110.6pp | 420.54%-396.0pp | 35.67%-11.1pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $18,724 | $6,652+181.5% | $8,065+132.2% | $4,300+335.4% |
| Admin fee / account holder | $108 | $7,953-98.6% | $12,993-99.2% | $6,925-98.4% |