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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,340 |
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 | $13,477 | $81,948-83.6% | $90,766-85.2% | $64,824-79.2% |
| Participation rate | 84.4% | 80.5%+4.0pp | 75.7%+8.7pp | 71.5%+12.9pp |
| Annual return | -7.86% | -12.53%+4.7pp | -12.16%+4.3pp | 32.84%-40.7pp |
| Employer contribution / active EE | $2,973 | $3,067-3.1% | $2,922+1.7% | $2,507+18.6% |
| Participant deferral / active EE | $6,675 | $4,844+37.8% | $4,565+46.2% | $4,311+54.8% |
| Admin fee / account holder | $7 | $157-95.7% | $8,446-99.9% | $188-96.4% |