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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $30,805 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,387 | $58,320-5.0% | $86,451-35.9% | $66,949-17.3% |
| Participation rate | 79.9% | 78.6%+1.3pp | 80.3%-0.5pp | 69.8%+10.1pp |
| Annual return | -15.05% | -9.71%-5.3pp | 4398.51%-4413.6pp | 1.57%-16.6pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,770-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $9,083 | $6,899+31.7% | $6,953+30.6% | $4,239+114.3% |
| Admin fee / account holder | $213 | $546-61.0% | $6,734-96.8% | $594-64.2% |