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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $37,466 |
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 | $43,574 | $79,169-45.0% | $100,415-56.6% | $74,478-41.5% |
| Participation rate | 70.5% | 79.4%-8.9pp | 81.5%-11.0pp | 67.2%+3.3pp |
| Annual return | 19.07% | 20.51%-1.4pp | 49.47%-30.4pp | 1370.56%-1351.5pp |
| Employer contribution / active EE | $4,008 | $3,017+32.8% | $3,943+1.6% | $2,626+52.6% |
| Participant deferral / active EE | $10,984 | $7,751+41.7% | $8,091+35.7% | $4,350+152.5% |
| Admin fee / account holder | $142 | $1,337-89.4% | $7,906-98.2% | $1,946-92.7% |