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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 | $79,045+35.9% | $100,378+7.0% | $74,429+44.3% |
| Participation rate | 86.2% | 79.4%+6.7pp | 81.5%+4.6pp | 67.2%+18.9pp |
| Annual return | 18.34% | 20.61%-2.3pp | 49.41%-31.1pp | 1368.38%-1350.0pp |
| Employer contribution / active EE | $3,518 | $3,015+16.7% | $3,942-10.8% | $2,625+34.0% |
| Participant deferral / active EE | $8,617 | $7,751+11.2% | $8,087+6.5% | $4,348+98.2% |
| Admin fee / account holder | $9 | $1,335-99.3% | $7,899-99.9% | $1,944-99.5% |