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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $731 |
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 | $48,527 | $84,493-42.6% | $125,381-61.3% | $66,938-27.5% |
| Participation rate | 97.1% | 76.4%+20.7pp | 82.4%+14.7pp | 69.8%+27.3pp |
| Annual return | -14.48% | -8.49%-6.0pp | 572.31%-586.8pp | 1.58%-16.1pp |
| Employer contribution / active EE | $6,199 | $3,554+74.4% | $4,815+28.7% | $2,545+143.5% |
| Participant deferral / active EE | $12,935 | $6,783+90.7% | $7,448+73.7% | $4,238+205.2% |
| Admin fee / account holder | $4 | $685-99.5% | $10,007-100.0% | $594-99.4% |