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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 | $101,499-2.8% | $147,005-32.9% | $74,546+32.4% |
| Participation rate | 83.6% | 75.5%+8.1pp | 82.2%+1.5pp | 67.2%+16.4pp |
| Annual return | 16.15% | 8732.34%-8716.2pp | 418.76%-402.6pp | 1366.03%-1349.9pp |
| Employer contribution / active EE | $5,138 | $3,811+34.8% | $4,934+4.1% | $2,624+95.8% |
| Participant deferral / active EE | $12,129 | $7,304+66.1% | $8,070+50.3% | $4,347+179.0% |
| Admin fee / account holder | $138 | $1,748-92.1% | $13,006-98.9% | $1,944-92.9% |