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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $116,268 |
Filed as: CBIZ BENEFITS & INS SERVICES INC Service code 13 28126 NETWORK PLACE · CHICAGO, IL 60673 | Contract Administrator | $14,526 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $9,884 |
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 | $91,124 | $86,225+5.7% | $146,643-37.9% | $86,821+5.0% |
| Participation rate | 99.4% | 78.0%+21.4pp | 80.1%+19.3pp | 72.3%+27.1pp |
| Annual return | 16.29% | 31.23%-14.9pp | 22.75%-6.5pp | 97.94%-81.6pp |
| Employer contribution / active EE | $5,537 | $2,392+131.5% | $4,137+33.8% | $2,406+130.1% |
| Participant deferral / active EE | $7,625 | $4,245+79.6% | $5,506+38.5% | $4,132+84.5% |
| Admin fee / account holder | $25 | $195-87.3% | $10,280-99.8% | $170-85.4% |