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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $35 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,487 | $101,672-61.2% | $147,117-73.2% | $74,478-47.0% |
| Participation rate | 84.2% | 75.5%+8.7pp | 82.2%+2.0pp | 67.2%+17.0pp |
| Annual return | 40.24% | 8757.83%-8717.6pp | 420.54%-380.3pp | 1370.56%-1330.3pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $12,685 | $7,305+73.7% | $8,065+57.3% | $4,350+191.6% |
| Admin fee / account holder | $2 | $1,753-99.9% | $12,993-100.0% | $1,946-99.9% |