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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,153 |
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 | $53,561 | $81,948-34.6% | $90,760-41.0% | $64,819-17.4% |
| Participation rate | 88.5% | 80.5%+8.0pp | 75.7%+12.8pp | 71.5%+17.0pp |
| Annual return | -15.13% | -12.53%-2.6pp | -12.16%-3.0pp | 32.84%-48.0pp |
| Employer contribution / active EE | $1,487 | $3,067-51.5% | $2,922-49.1% | $2,507-40.7% |
| Participant deferral / active EE | $4,797 | $4,844-1.0% | $4,565+5.1% | $4,311+11.3% |
| Admin fee / account holder | $28 | $157-82.4% | $8,444-99.7% | $188-85.3% |