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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,978 |
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 | $55,881 | $82,163-32.0% | $125,381-55.4% | $64,819-13.8% |
| Participation rate | 93.7% | 77.9%+15.8pp | 82.4%+11.3pp | 71.5%+22.2pp |
| Annual return | 6.72% | 3.49%+3.2pp | 572.31%-565.6pp | 32.84%-26.1pp |
| Employer contribution / active EE | $4,850 | $3,616+34.1% | $4,815+0.7% | $2,507+93.5% |
| Participant deferral / active EE | $11,261 | $7,175+57.0% | $7,448+51.2% | $4,311+161.2% |
| Admin fee / account holder | $89 | $163-45.7% | $10,007-99.1% | $188-52.8% |