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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,238 |
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 | $87,196 | $79,181+10.1% | $102,423-14.9% | $74,429+17.2% |
| Participation rate | 87.2% | 74.8%+12.4pp | 76.5%+10.7pp | 67.2%+20.0pp |
| Annual return | 17.26% | 54.97%-37.7pp | 29.42%-12.2pp | 1368.38%-1351.1pp |
| Employer contribution / active EE | $4,050 | $2,362+71.5% | $3,023+34.0% | $2,625+54.3% |
| Participant deferral / active EE | $12,947 | $4,416+193.2% | $5,054+156.2% | $4,348+197.8% |
| Admin fee / account holder | $41 | $2,002-97.9% | $9,455-99.6% | $1,944-97.9% |