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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 | $122,239+33.8% | $184,200-11.2% | $74,546+119.4% |
| Participation rate | 84.9% | 85.5%-0.6pp | 86.8%-1.9pp | 67.2%+17.7pp |
| Annual return | 16.02% | 19.95%-3.9pp | 28.80%-12.8pp | 1366.03%-1350.0pp |
| Employer contribution / active EE | $2,475 | $4,537-45.5% | $6,424-61.5% | $2,624-5.7% |
| Participant deferral / active EE | $5,280 | $7,139-26.0% | $9,132-42.2% | $4,347+21.5% |
| Admin fee / account holder | $127 | $1,260-89.9% | $13,907-99.1% | $1,944-93.5% |