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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,216 |
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 | $59,475 | $45,109+31.8% | $85,187-30.2% | $77,736-23.5% |
| Participation rate | 80.3% | 48.7%+31.6pp | 67.5%+12.7pp | 70.6%+9.7pp |
| Annual return | 16.49% | 79.55%-63.1pp | 66.67%-50.2pp | 31.26%-14.8pp |
| Employer contribution / active EE | $2,768 | $1,602+72.8% | $2,732+1.3% | $2,728+1.5% |
| Participant deferral / active EE | $6,337 | $2,814+125.2% | $4,525+40.1% | $4,651+36.3% |
| Admin fee / account holder | $13 | $915-98.6% | $6,162-99.8% | $433-97.0% |