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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $17,965 |
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 | $44,360 | $101,591-56.3% | $147,096-69.8% | $74,429-40.4% |
| Participation rate | 87.0% | 75.5%+11.5pp | 82.2%+4.8pp | 67.2%+19.8pp |
| Annual return | 20.49% | 8746.45%-8726.0pp | 419.75%-399.3pp | 1368.38%-1347.9pp |
| Employer contribution / active EE | $3,452 | $3,813-9.4% | $4,936-30.1% | $2,625+31.5% |
| Participant deferral / active EE | $7,156 | $7,302-2.0% | $8,071-11.3% | $4,348+64.6% |
| Admin fee / account holder | $77 | $1,750-95.6% | $13,005-99.4% | $1,944-96.0% |