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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $15,401 |
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 | $61,522 | $84,499-27.2% | $125,391-50.9% | $66,949-8.1% |
| Participation rate | 83.0% | 76.4%+6.5pp | 82.4%+0.6pp | 69.8%+13.1pp |
| Annual return | -12.73% | -8.49%-4.2pp | 572.41%-585.1pp | 1.57%-14.3pp |
| Employer contribution / active EE | $4,835 | $3,554+36.0% | $4,816+0.4% | $2,545+89.9% |
| Participant deferral / active EE | $10,878 | $6,785+60.3% | $7,448+46.0% | $4,239+156.6% |
| Admin fee / account holder | $102 | $685-85.2% | $10,009-99.0% | $594-82.9% |