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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $106,612 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $58,698 |
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 | $24,337 | $50,151-51.5% | $149,696-83.7% | $80,157-69.6% |
| Participation rate | 85.5% | 64.3%+21.2pp | 78.8%+6.7pp | 72.9%+12.6pp |
| Annual return | 34.78% | 29.80%+5.0pp | 134.46%-99.7pp | 40.39%-5.6pp |
| Employer contribution / active EE | $2,129 | $1,867+14.1% | $4,821-55.8% | $2,977-28.5% |
| Participant deferral / active EE | $5,134 | $3,194+60.7% | $5,682-9.6% | $5,015+2.4% |
| Admin fee / account holder | $115 | $153-24.7% | $13,212-99.1% | $145-20.7% |