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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $63,047 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $26,171 |
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 | $19,754 | $45,000-56.1% | $143,799-86.3% | $77,906-74.6% |
| Participation rate | 81.8% | 66.8%+14.9pp | 80.3%+1.5pp | 73.7%+8.1pp |
| Annual return | 6.86% | 29.03%-22.2pp | -0.04%+6.9pp | 12.16%-5.3pp |
| Employer contribution / active EE | $1,825 | $1,870-2.4% | $4,952-63.1% | $2,846-35.9% |
| Participant deferral / active EE | $4,342 | $3,157+37.5% | $5,638-23.0% | $4,805-9.6% |
| Admin fee / account holder | $88 | $98-10.2% | $14,677-99.4% | $133-33.3% |