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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,216 |
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 | $22,989 | $46,332-50.4% | $143,797-84.0% | $64,824-64.5% |
| Participation rate | 74.8% | 64.2%+10.5pp | 80.3%-5.6pp | 71.5%+3.3pp |
| Annual return | -14.84% | -10.05%-4.8pp | -0.04%-14.8pp | 32.84%-47.7pp |
| Employer contribution / active EE | $674 | $1,911-64.8% | $4,952-86.4% | $2,507-73.1% |
| Participant deferral / active EE | $3,688 | $2,647+39.3% | $5,638-34.6% | $4,311-14.5% |
| Admin fee / account holder | $49 | $154-68.4% | $14,679-99.7% | $188-74.1% |