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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $284,105 |
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 | $9,070 | $44,626-79.7% | $86,216-89.5% | $80,157-88.7% |
| Participation rate | 71.8% | 63.5%+8.2pp | 69.0%+2.8pp | 72.9%-1.2pp |
| Annual return | 19.08% | 19.61%-0.5pp | 1169.42%-1150.3pp | 40.39%-21.3pp |
| Employer contribution / active EE | $484 | $1,099-55.9% | $2,382-79.7% | $2,977-83.7% |
| Participant deferral / active EE | $1,480 | $2,769-46.5% | $3,986-62.9% | $5,015-70.5% |
| Admin fee / account holder | $91 | $133-31.7% | $6,853-98.7% | $145-37.2% |