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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $12,665 |
Participant 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,126 | $86,692-64.1% | $119,634-74.0% | $66,949-53.5% |
| Participation rate | 78.2% | 75.6%+2.6pp | 79.3%-1.1pp | 69.8%+8.3pp |
| Annual return | -14.79% | -8.00%-6.8pp | -14.98%+0.2pp | 1.57%-16.4pp |
| Employer contribution / active EE | $1,303 | $2,536-48.6% | $4,232-69.2% | $2,545-48.8% |
| Participant deferral / active EE | $2,208 | $4,360-49.4% | $5,601-60.6% | $4,239-47.9% |
| Admin fee / account holder | $106 | $755-85.9% | $10,329-99.0% | $594-82.1% |