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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 | $101,672-2.9% | $147,117-32.9% | $74,478+32.5% |
| Participation rate | 83.6% | 75.5%+8.1pp | 82.2%+1.5pp | 67.2%+16.4pp |
| Annual return | 16.15% | 8757.83%-8741.7pp | 420.54%-404.4pp | 1370.56%-1354.4pp |
| Employer contribution / active EE | $5,138 | $3,813+34.7% | $4,932+4.2% | $2,626+95.6% |
| Participant deferral / active EE | $12,129 | $7,305+66.0% | $8,065+50.4% | $4,350+178.8% |
| Admin fee / account holder | $138 | $1,753-92.1% | $12,993-98.9% | $1,946-92.9% |