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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $21,542 |
Service code 55 · EIN 38-2722519 | Other Commissions | $17,903 |
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 | $26,587 | $91,439-70.9% | $135,974-80.4% | $71,511-62.8% |
| Participation rate | 88.3% | 75.7%+12.6pp | 81.9%+6.3pp | 67.9%+20.3pp |
| Annual return | 18.26% | 29.90%-11.6pp | 68.30%-50.0pp | 28.86%-10.6pp |
| Employer contribution / active EE | $2,175 | $3,705-41.3% | $4,859-55.2% | $2,589-16.0% |
| Participant deferral / active EE | $3,830 | $7,093-46.0% | $7,760-50.6% | $4,291-10.7% |
| Admin fee / account holder | $111 | $1,267-91.2% | $10,767-99.0% | $1,588-93.0% |