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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,406 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $269,594 | $129,227+108.6% | $184,256+46.3% | $77,762+246.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 19.68% | 33.24%-13.6pp | 28.85%-9.2pp | 31.27%-11.6pp |
| Employer contribution / active EE | $16,228 | $4,412+267.8% | $6,427+152.5% | $2,728+494.9% |
| Participant deferral / active EE | $18,580 | $7,307+154.3% | $9,133+103.4% | $4,651+299.5% |
| Admin fee / account holder | $5 | $256-98.0% | $13,899-100.0% | $433-98.8% |