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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,479 |
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 | $157,234 | $70,879+121.8% | $189,558-17.1% | $79,393+98.0% |
| Participation rate | 90.1% | 68.0%+22.2pp | 78.5%+11.7pp | 70.7%+19.4pp |
| Annual return | 16.82% | 20.70%-3.9pp | 64.19%-47.4pp | 116.87%-100.0pp |
| Employer contribution / active EE | $4,957 | $1,806+174.4% | $4,412+12.4% | $2,428+104.2% |
| Participant deferral / active EE | $7,277 | $4,081+78.3% | $6,174+17.9% | $4,046+79.9% |
| Admin fee / account holder | $8 | $647-98.8% | $9,809-99.9% | $627-98.8% |