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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 | $102,382-23.1% | $147,005-46.4% | $80,874-2.6% |
| Participation rate | 96.6% | 75.8%+20.7pp | 82.2%+14.4pp | 67.6%+28.9pp |
| Annual return | 16.69% | 134.89%-118.2pp | 418.76%-402.1pp | 35.62%-18.9pp |
| Employer contribution / active EE | $15,801 | $3,715+325.3% | $4,934+220.2% | $2,756+473.4% |
| Participant deferral / active EE | $33,858 | $6,646+409.4% | $8,070+319.6% | $4,297+688.0% |
| Admin fee / account holder | $7 | $7,942-99.9% | $13,006-99.9% | $6,935-99.9% |