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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,655 |
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 | $123,341 | $101,591+21.4% | $147,096-16.1% | $74,429+65.7% |
| Participation rate | 97.0% | 75.5%+21.4pp | 82.2%+14.8pp | 67.2%+29.8pp |
| Annual return | 19.01% | 8746.45%-8727.4pp | 419.75%-400.7pp | 1368.38%-1349.4pp |
| Employer contribution / active EE | $4,457 | $3,813+16.9% | $4,936-9.7% | $2,625+69.8% |
| Participant deferral / active EE | $15,565 | $7,302+113.2% | $8,071+92.9% | $4,348+258.0% |
| Admin fee / account holder | $33 | $1,750-98.1% | $13,005-99.7% | $1,944-98.3% |