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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $19,238 |
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 | $21,974 | $56,540-61.1% | $185,849-88.2% | $86,821-74.7% |
| Participation rate | 77.7% | 65.5%+12.2pp | 81.7%-4.0pp | 72.3%+5.5pp |
| Annual return | 0.00% | 118.20%-118.2pp | 122.10%-122.1pp | 97.94%-97.9pp |
| Employer contribution / active EE | $648 | $1,844-64.9% | $5,169-87.5% | $2,406-73.1% |
| Participant deferral / active EE | $2,279 | $2,555-10.8% | $5,569-59.1% | $4,132-44.8% |
| Admin fee / account holder | $55 | $150-63.0% | $16,244-99.7% | $170-67.3% |