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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $500 |
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 | $107,410 | $79,169+35.7% | $100,415+7.0% | $74,478+44.2% |
| Participation rate | 86.2% | 79.4%+6.7pp | 81.5%+4.6pp | 67.2%+18.9pp |
| Annual return | 18.34% | 20.51%-2.2pp | 49.47%-31.1pp | 1370.56%-1352.2pp |
| Employer contribution / active EE | $3,518 | $3,017+16.6% | $3,943-10.8% | $2,626+34.0% |
| Participant deferral / active EE | $8,617 | $7,751+11.2% | $8,091+6.5% | $4,350+98.1% |
| Admin fee / account holder | $9 | $1,337-99.3% | $7,906-99.9% | $1,946-99.5% |