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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,185 |
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 | $73,624 | $125,797-41.5% | $170,057-56.7% | $75,177-2.1% |
| Participation rate | 74.5% | 83.6%-9.1pp | 87.0%-12.5pp | 67.2%+7.3pp |
| Annual return | 20.37% | 27.20%-6.8pp | 53.42%-33.0pp | 160.75%-140.4pp |
| Employer contribution / active EE | $3,018 | $4,616-34.6% | $6,790-55.6% | $2,671+13.0% |
| Participant deferral / active EE | $15,579 | $6,838+127.8% | $10,411+49.6% | $4,126+277.5% |
| Admin fee / account holder | $149 | $8,177-98.2% | $12,826-98.8% | $5,651-97.4% |