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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $10,903 |
Annual investment return 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 | $42,974 | $91,439-53.0% | $135,974-68.4% | $71,511-39.9% |
| Participation rate | 96.5% | 75.7%+20.8pp | 81.9%+14.6pp | 67.9%+28.5pp |
| Annual return | 15.85% | 29.90%-14.0pp | 68.30%-52.5pp | 28.86%-13.0pp |
| Employer contribution / active EE | $3,572 | $3,705-3.6% | $4,859-26.5% | $2,589+38.0% |
| Participant deferral / active EE | $8,438 | $7,093+19.0% | $7,760+8.7% | $4,291+96.7% |
| Admin fee / account holder | $63 | $1,267-95.0% | $10,767-99.4% | $1,588-96.1% |