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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $16,994 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,966 | $61,616-64.4% | $105,754-79.2% | $55,167-60.2% |
| Participation rate | 78.0% | 72.9%+5.0pp | 78.9%-1.0pp | 69.0%+9.0pp |
| Annual return | 8.66% | 11.15%-2.5pp | 12.25%-3.6pp | 169.23%-160.6pp |
| Employer contribution / active EE | $2,206 | $3,043-27.5% | $4,079-45.9% | $1,963+12.4% |
| Participant deferral / active EE | $2,910 | $4,213-30.9% | $5,326-45.4% | $3,054-4.7% |
| Admin fee / account holder | $82 | $379-78.4% | $8,309-99.0% | $504-83.7% |