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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,083 |
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 | $159,393 | $89,067+79.0% | $102,423+55.6% | $77,714+105.1% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.5%+23.5pp | 70.6%+29.4pp |
| Annual return | 14.57% | 25.01%-10.4pp | 29.42%-14.9pp | 31.26%-16.7pp |
| Employer contribution / active EE | $10,773 | $2,699+299.1% | $3,023+256.4% | $2,727+295.1% |
| Participant deferral / active EE | $8,308 | $5,147+61.4% | $5,054+64.4% | $4,649+78.7% |
| Admin fee / account holder | $43 | $236-81.8% | $9,455-99.5% | $433-90.1% |