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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $31,023 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $6,743 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $27,871 | $79,519-65.0% | $95,964-71.0% | $73,412-62.0% |
| Participation rate | 94.1% | 81.2%+12.9pp | 77.1%+17.0pp | 72.2%+21.9pp |
| Annual return | 18.26% | 19.20%-0.9pp | 91.64%-73.4pp | 59.30%-41.0pp |
| Employer contribution / active EE | $1,806 | $2,048-11.8% | $2,541-28.9% | $2,234-19.1% |
| Participant deferral / active EE | $3,429 | $4,138-17.1% | $4,167-17.7% | $3,806-9.9% |
| Admin fee / account holder | $125 | $184-32.0% | $6,797-98.2% | $158-20.6% |