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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $12,677 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $143,295 | $99,201+44.4% | $96,544+48.4% | $74,473+92.4% |
| Participation rate | 98.3% | 80.7%+17.6pp | 76.0%+22.3pp | 70.7%+27.5pp |
| Annual return | 13.92% | 22.40%-8.5pp | 25.88%-12.0pp | 34.36%-20.4pp |
| Employer contribution / active EE | $8,408 | $2,570+227.1% | $2,966+183.4% | $2,638+218.7% |
| Participant deferral / active EE | $6,945 | $4,938+40.7% | $4,851+43.2% | $4,530+53.3% |
| Admin fee / account holder | $37 | $225-83.7% | $8,254-99.6% | $347-89.4% |