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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $33,100 |
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 | $57,938 | $79,169-26.8% | $100,415-42.3% | $74,478-22.2% |
| Participation rate | 91.2% | 79.4%+11.8pp | 81.5%+9.7pp | 67.2%+24.0pp |
| Annual return | 17.77% | 20.51%-2.7pp | 49.47%-31.7pp | 1370.56%-1352.8pp |
| Employer contribution / active EE | $2,033 | $3,017-32.6% | $3,943-48.4% | $2,626-22.6% |
| Participant deferral / active EE | $8,207 | $7,751+5.9% | $8,091+1.4% | $4,350+88.7% |
| Admin fee / account holder | $135 | $1,337-89.9% | $7,906-98.3% | $1,946-93.1% |