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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,977 |
Employer contribution per participant 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 | $41,041 | $81,474-49.6% | $133,959-69.4% | $73,493-44.2% |
| Participation rate | 88.3% | 76.4%+12.0pp | 79.8%+8.5pp | 70.7%+17.7pp |
| Annual return | 16.03% | 19.40%-3.4pp | 45.09%-29.1pp | 28.51%-12.5pp |
| Employer contribution / active EE | $398 | $2,209-82.0% | $3,919-89.8% | $2,270-82.5% |
| Participant deferral / active EE | $5,010 | $3,786+32.3% | $5,047-0.7% | $3,740+34.0% |
| Admin fee / account holder | $28 | $713-96.1% | $8,928-99.7% | $513-94.6% |