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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$2,182 |
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 | $78,752 | $102,429-23.1% | $147,096-46.5% | $80,925-2.7% |
| Participation rate | 96.6% | 75.9%+20.7pp | 82.2%+14.4pp | 67.7%+28.9pp |
| Annual return | 16.69% | 135.02%-118.3pp | 419.75%-403.1pp | 35.65%-19.0pp |
| Employer contribution / active EE | $15,801 | $3,716+325.3% | $4,936+220.1% | $2,756+473.3% |
| Participant deferral / active EE | $33,858 | $6,649+409.3% | $8,071+319.5% | $4,299+687.7% |
| Admin fee / account holder | $7 | $7,957-99.9% | $13,005-99.9% | $6,940-99.9% |