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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,783 |
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 | $163,562 | $122,063+34.0% | $184,256-11.2% | $74,478+119.6% |
| Participation rate | 84.9% | 85.5%-0.6pp | 86.8%-1.9pp | 67.2%+17.7pp |
| Annual return | 16.02% | 19.92%-3.9pp | 28.85%-12.8pp | 1370.56%-1354.5pp |
| Employer contribution / active EE | $2,475 | $4,539-45.5% | $6,427-61.5% | $2,626-5.8% |
| Participant deferral / active EE | $5,280 | $7,144-26.1% | $9,133-42.2% | $4,350+21.4% |
| Admin fee / account holder | $127 | $1,253-89.9% | $13,899-99.1% | $1,946-93.5% |