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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $27,303 |
Service code 55 · EIN 38-2722519 | Other Commissions | $25,697 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,575 | $101,672-68.9% | $147,117-78.5% | $74,478-57.6% |
| Participation rate | 78.3% | 75.5%+2.7pp | 82.2%-3.9pp | 67.2%+11.0pp |
| Annual return | 11.96% | 8757.83%-8745.9pp | 420.54%-408.6pp | 1370.56%-1358.6pp |
| Employer contribution / active EE | $2,215 | $3,813-41.9% | $4,932-55.1% | $2,626-15.7% |
| Participant deferral / active EE | $3,623 | $7,305-50.4% | $8,065-55.1% | $4,350-16.7% |
| Admin fee / account holder | $131 | $1,753-92.5% | $12,993-99.0% | $1,946-93.2% |