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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $12,402 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,767 | $64,286-77.0% | $90,970-83.8% | $73,412-79.9% |
| Participation rate | 86.9% | 63.6%+23.3pp | 69.0%+17.9pp | 72.2%+14.8pp |
| Annual return | 15.79% | 21.46%-5.7pp | 134.60%-118.8pp | 59.30%-43.5pp |
| Employer contribution / active EE | $1,922 | $895+114.8% | $2,122-9.4% | $2,234-14.0% |
| Participant deferral / active EE | $1,954 | $2,453-20.4% | $3,373-42.1% | $3,806-48.7% |
| Admin fee / account holder | $90 | $287-68.5% | $5,961-98.5% | $158-42.8% |