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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$8,465 |
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 | $44,680 | $65,125-31.4% | $143,797-68.9% | $66,949-33.3% |
| Participation rate | 99.1% | 65.2%+33.9pp | 80.3%+18.8pp | 69.8%+29.3pp |
| Annual return | -14.03% | -11.13%-2.9pp | -0.04%-14.0pp | 1.57%-15.6pp |
| Employer contribution / active EE | $1,992 | $2,362-15.7% | $4,952-59.8% | $2,545-21.8% |
| Participant deferral / active EE | $5,098 | $2,920+74.6% | $5,638-9.6% | $4,239+20.3% |
| Admin fee / account holder | -$18 | $503-103.6% | $14,679-100.1% | $594-103.0% |