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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $18,520 |
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 | $98,696 | $101,591-2.8% | $147,096-32.9% | $74,429+32.6% |
| Participation rate | 83.6% | 75.5%+8.1pp | 82.2%+1.5pp | 67.2%+16.4pp |
| Annual return | 16.15% | 8746.45%-8730.3pp | 419.75%-403.6pp | 1368.38%-1352.2pp |
| Employer contribution / active EE | $5,138 | $3,813+34.8% | $4,936+4.1% | $2,625+95.7% |
| Participant deferral / active EE | $12,129 | $7,302+66.1% | $8,071+50.3% | $4,348+178.9% |
| Admin fee / account holder | $138 | $1,750-92.1% | $13,005-98.9% | $1,944-92.9% |