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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,212 |
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 | $28,459 | $82,188-65.4% | $125,391-77.3% | $64,824-56.1% |
| Participation rate | 94.0% | 77.9%+16.0pp | 82.4%+11.6pp | 71.5%+22.5pp |
| Annual return | -16.56% | 3.50%-20.1pp | 572.41%-589.0pp | 32.84%-49.4pp |
| Employer contribution / active EE | $0 | $3,617-100.0% | $4,816-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $11,993 | $7,177+67.1% | $7,448+61.0% | $4,311+178.2% |
| Admin fee / account holder | $15 | $163-91.0% | $10,009-99.9% | $188-92.2% |