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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 | $102,422-23.1% | $147,117-46.5% | $80,959-2.7% |
| Participation rate | 96.6% | 75.9%+20.7pp | 82.2%+14.4pp | 67.7%+28.9pp |
| Annual return | 16.69% | 135.16%-118.5pp | 420.54%-403.8pp | 35.67%-19.0pp |
| Employer contribution / active EE | $15,801 | $3,717+325.0% | $4,932+220.3% | $2,757+473.1% |
| Participant deferral / active EE | $33,858 | $6,652+409.0% | $8,065+319.8% | $4,300+687.3% |
| Admin fee / account holder | $7 | $7,953-99.9% | $12,993-99.9% | $6,925-99.9% |