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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,289 |
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 | $100,977 | $56,638+78.3% | $169,390-40.4% | $74,460+35.6% |
| Participation rate | 78.2% | 67.5%+10.6pp | 77.2%+1.0pp | 70.7%+7.4pp |
| Annual return | 20.95% | 24.75%-3.8pp | 406.07%-385.1pp | 34.38%-13.4pp |
| Employer contribution / active EE | $3,927 | $2,027+93.7% | $4,013-2.1% | $2,638+48.9% |
| Participant deferral / active EE | $6,110 | $4,223+44.7% | $6,222-1.8% | $4,530+34.9% |
| Admin fee / account holder | $8 | $307-97.3% | $9,015-99.9% | $348-97.6% |