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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $20,698 |
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 | $75,764 | $121,341-37.6% | $189,545-60.0% | $79,389-4.6% |
| Participation rate | 74.7% | 86.1%-11.4pp | 87.8%-13.1pp | 70.7%+4.0pp |
| Annual return | 34.97% | 21.08%+13.9pp | 555.36%-520.4pp | 116.89%-81.9pp |
| Employer contribution / active EE | $3,259 | $3,915-16.8% | $6,162-47.1% | $2,428+34.2% |
| Participant deferral / active EE | $10,556 | $6,395+65.1% | $8,220+28.4% | $4,046+160.9% |
| Admin fee / account holder | $134 | $651-79.4% | $12,049-98.9% | $626-78.6% |