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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,406 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $97,099 | $59,105+64.3% | $160,009-39.3% | $66,938+45.1% |
| Participation rate | 78.7% | 68.1%+10.6pp | 78.0%+0.7pp | 69.8%+8.9pp |
| Annual return | -18.61% | -12.26%-6.4pp | 408.85%-427.5pp | 1.58%-20.2pp |
| Employer contribution / active EE | $3,681 | $1,983+85.6% | $4,225-12.9% | $2,545+44.6% |
| Participant deferral / active EE | $5,708 | $4,395+29.9% | $6,183-7.7% | $4,238+34.7% |
| Admin fee / account holder | $6 | $591-99.0% | $8,715-99.9% | $594-99.0% |