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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $120,738 |
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 | $67,528 | $95,369-29.2% | $135,942-50.3% | $74,440-9.3% |
| Participation rate | 90.6% | 78.2%+12.4pp | 81.9%+8.7pp | 70.7%+19.9pp |
| Annual return | 28.83% | 32.72%-3.9pp | 68.28%-39.5pp | 34.37%-5.5pp |
| Employer contribution / active EE | $1,920 | $3,878-50.5% | $4,858-60.5% | $2,638-27.2% |
| Participant deferral / active EE | $15,459 | $7,788+98.5% | $7,759+99.2% | $4,529+241.4% |
| Admin fee / account holder | $103 | $266-61.3% | $10,764-99.0% | $348-70.3% |