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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $76,648 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
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 | $35,360 | $35,730-1.0% | $158,223-77.7% | $83,436-57.6% |
| Participation rate | 96.0% | 59.7%+36.3pp | 79.2%+16.8pp | 73.2%+22.8pp |
| Annual return | 16.92% | 53.13%-36.2pp | 52.09%-35.2pp | 19.34%-2.4pp |
| Employer contribution / active EE | $3,390 | $1,450+133.7% | $4,109-17.5% | $4,072-16.7% |
| Participant deferral / active EE | $6,749 | $1,698+297.4% | $5,467+23.4% | $3,411+97.9% |
| Admin fee / account holder | $61 | $165-62.9% | $16,047-99.6% | $265-76.9% |