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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $74,360 |
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 | $96,049 | $110,483-13.1% | $145,433-34.0% | $79,634+20.6% |
| Participation rate | 84.5% | 71.1%+13.4pp | 82.1%+2.3pp | 62.5%+22.0pp |
| Annual return | 24.82% | 24.62%+0.2pp | 66.58%-41.8pp | 36.46%-11.6pp |
| Employer contribution / active EE | $6,042 | $4,053+49.1% | $4,554+32.7% | $2,529+138.9% |
| Participant deferral / active EE | $12,602 | $7,216+74.6% | $7,897+59.6% | $3,835+228.6% |
| Admin fee / account holder | $131 | $680-80.7% | $13,129-99.0% | $1,002-86.9% |