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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 | $101,653-2.9% | $147,080-32.9% | $74,459+32.5% |
| Participation rate | 83.6% | 75.6%+8.1pp | 82.2%+1.5pp | 67.2%+16.4pp |
| Annual return | 16.15% | 8754.98%-8738.8pp | 420.17%-404.0pp | 1369.70%-1353.6pp |
| Employer contribution / active EE | $5,138 | $3,813+34.7% | $4,933+4.1% | $2,626+95.7% |
| Participant deferral / active EE | $12,129 | $7,304+66.1% | $8,066+50.4% | $4,350+178.9% |
| Admin fee / account holder | $138 | $1,752-92.1% | $12,989-98.9% | $1,945-92.9% |