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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 | $79,045-44.9% | $100,378-56.6% | $74,429-41.5% |
| Participation rate | 70.5% | 79.4%-8.9pp | 81.5%-11.0pp | 67.2%+3.3pp |
| Annual return | 19.07% | 20.61%-1.5pp | 49.41%-30.3pp | 1368.38%-1349.3pp |
| Employer contribution / active EE | $4,008 | $3,015+32.9% | $3,942+1.7% | $2,625+52.7% |
| Participant deferral / active EE | $10,984 | $7,751+41.7% | $8,087+35.8% | $4,348+152.6% |
| Admin fee / account holder | $142 | $1,335-89.4% | $7,899-98.2% | $1,944-92.7% |