| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 06-1050034 | Loan Processing | $51,242 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $104,684 | $43,236+142.1% | $82,768+26.5% | $77,906+34.4% |
| Participation rate | 100.0% | 64.2%+35.8pp | 72.6%+27.4pp | 73.7%+26.3pp |
| Annual return | -12.30% | 2.40%-14.7pp | 702.70%-715.0pp | 12.16%-24.5pp |
| Employer contribution / active EE | $150 | $1,924-92.2% | $3,008-95.0% | $2,846-94.7% |
| Participant deferral / active EE | $6,106 | $3,069+98.9% | $4,395+38.9% | $4,805+27.1% |
| Admin fee / account holder | $40 | $102-61.3% | $5,326-99.3% | $133-70.1% |