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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,807 |
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 | $35,884 | $130,294-72.5% | $170,028-78.9% | $71,495-49.8% |
| Participation rate | 93.6% | 86.2%+7.5pp | 87.0%+6.6pp | 67.9%+25.7pp |
| Annual return | 22.98% | 20.36%+2.6pp | 53.39%-30.4pp | 28.85%-5.9pp |
| Employer contribution / active EE | $2,791 | $4,385-36.3% | $6,788-58.9% | $2,589+7.8% |
| Participant deferral / active EE | $16,491 | $6,928+138.0% | $10,409+58.4% | $4,291+284.3% |
| Admin fee / account holder | $142 | $966-85.3% | $12,820-98.9% | $1,588-91.0% |