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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,343 |
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 | $27,649 | $84,493-67.3% | $125,381-77.9% | $66,938-58.7% |
| Participation rate | 95.9% | 76.4%+19.5pp | 82.4%+13.6pp | 69.8%+26.1pp |
| Annual return | -7.50% | -8.49%+1.0pp | 572.31%-579.8pp | 1.58%-9.1pp |
| Employer contribution / active EE | $2,875 | $3,554-19.1% | $4,815-40.3% | $2,545+13.0% |
| Participant deferral / active EE | $6,312 | $6,783-7.0% | $7,448-15.3% | $4,238+48.9% |
| Admin fee / account holder | $60 | $685-91.2% | $10,007-99.4% | $594-89.8% |