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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $274,082 |
Annual investment return 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 | $6,895 | $39,973-82.7% | $79,580-91.3% | $77,906-91.1% |
| Participation rate | 99.5% | 64.6%+34.9pp | 69.5%+30.0pp | 73.7%+25.8pp |
| Annual return | -18.18% | 3.42%-21.6pp | 0.15%-18.3pp | 12.16%-30.3pp |
| Employer contribution / active EE | $594 | $1,088-45.4% | $2,413-75.4% | $2,846-79.1% |
| Participant deferral / active EE | $1,996 | $2,774-28.1% | $3,985-49.9% | $4,805-58.5% |
| Admin fee / account holder | $87 | $113-22.9% | $6,835-98.7% | $133-34.4% |