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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 | $101,672+21.3% | $147,117-16.2% | $74,478+65.6% |
| Participation rate | 97.0% | 75.5%+21.4pp | 82.2%+14.8pp | 67.2%+29.7pp |
| Annual return | 19.01% | 8757.83%-8738.8pp | 420.54%-401.5pp | 1370.56%-1351.6pp |
| Employer contribution / active EE | $4,457 | $3,813+16.9% | $4,932-9.6% | $2,626+69.7% |
| Participant deferral / active EE | $15,565 | $7,305+113.1% | $8,065+93.0% | $4,350+257.8% |
| Admin fee / account holder | $33 | $1,753-98.1% | $12,993-99.7% | $1,946-98.3% |