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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 | $129,095+108.8% | $184,200+46.4% | $77,671+247.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 19.68% | 33.29%-13.6pp | 28.80%-9.1pp | 31.21%-11.5pp |
| Employer contribution / active EE | $16,228 | $4,410+268.0% | $6,424+152.6% | $2,726+495.2% |
| Participant deferral / active EE | $18,580 | $7,300+154.5% | $9,132+103.5% | $4,648+299.8% |
| Admin fee / account holder | $5 | $256-98.0% | $13,907-100.0% | $430-98.8% |