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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 | $78,976-26.6% | $100,383-42.3% | $74,546-22.3% |
| Participation rate | 91.2% | 79.5%+11.7pp | 81.5%+9.7pp | 67.2%+24.0pp |
| Annual return | 17.77% | 20.62%-2.8pp | 49.26%-31.5pp | 1366.03%-1348.3pp |
| Employer contribution / active EE | $2,033 | $3,019-32.6% | $3,944-48.4% | $2,624-22.5% |
| Participant deferral / active EE | $8,207 | $7,758+5.8% | $8,086+1.5% | $4,347+88.8% |
| Admin fee / account holder | $135 | $1,330-89.9% | $7,900-98.3% | $1,944-93.1% |