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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $35,457 |
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 | $73,285 | $89,123-17.8% | $102,460-28.5% | $77,762-5.8% |
| Participation rate | 70.2% | 80.9%-10.7pp | 76.5%-6.3pp | 70.6%-0.4pp |
| Annual return | 16.11% | 25.05%-8.9pp | 29.47%-13.4pp | 31.27%-15.2pp |
| Employer contribution / active EE | $2,379 | $2,700-11.9% | $3,025-21.4% | $2,728-12.8% |
| Participant deferral / active EE | $4,961 | $5,148-3.6% | $5,056-1.9% | $4,651+6.7% |
| Admin fee / account holder | $100 | $236-57.8% | $9,460-98.9% | $433-77.0% |