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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $46,006 |
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 | $45,754 | $101,591-55.0% | $147,096-68.9% | $74,429-38.5% |
| Participation rate | 93.7% | 75.5%+18.2pp | 82.2%+11.5pp | 67.2%+26.5pp |
| Annual return | 19.96% | 8746.45%-8726.5pp | 419.75%-399.8pp | 1368.38%-1348.4pp |
| Employer contribution / active EE | $5,338 | $3,813+40.0% | $4,936+8.2% | $2,625+103.4% |
| Participant deferral / active EE | $10,908 | $7,302+49.4% | $8,071+35.2% | $4,348+150.9% |
| Admin fee / account holder | $185 | $1,750-89.4% | $13,005-98.6% | $1,944-90.5% |