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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 | $101,591-61.1% | $147,096-73.2% | $74,429-46.9% |
| Participation rate | 84.2% | 75.5%+8.7pp | 82.2%+2.0pp | 67.2%+17.0pp |
| Annual return | 40.24% | 8746.45%-8706.2pp | 419.75%-379.5pp | 1368.38%-1328.1pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $12,685 | $7,302+73.7% | $8,071+57.2% | $4,348+191.7% |
| Admin fee / account holder | $2 | $1,750-99.9% | $13,005-100.0% | $1,944-99.9% |