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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $43,483 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,584 | $92,090-72.2% | $106,201-75.9% | $77,671-67.1% |
| Participation rate | 87.4% | 81.0%+6.4pp | 75.3%+12.1pp | 70.6%+16.8pp |
| Annual return | 33.92% | 17.89%+16.0pp | 116.26%-82.3pp | 31.21%+2.7pp |
| Employer contribution / active EE | $216 | $3,368-93.6% | $3,170-93.2% | $2,726-92.1% |
| Participant deferral / active EE | $7,074 | $5,386+31.3% | $5,012+41.1% | $4,648+52.2% |
| Admin fee / account holder | $17 | $219-92.3% | $11,039-99.8% | $430-96.1% |