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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $83,785 |
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 | $87,185 | $89,093-2.1% | $102,434-14.9% | $77,736+12.2% |
| Participation rate | 96.8% | 80.9%+15.8pp | 76.5%+20.3pp | 70.6%+26.2pp |
| Annual return | 14.71% | 25.03%-10.3pp | 29.46%-14.7pp | 31.26%-16.5pp |
| Employer contribution / active EE | $2,602 | $2,699-3.6% | $3,023-13.9% | $2,728-4.6% |
| Participant deferral / active EE | $9,217 | $5,147+79.1% | $5,055+82.3% | $4,651+98.2% |
| Admin fee / account holder | $105 | $236-55.5% | $9,462-98.9% | $433-75.8% |