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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 | $89,067-17.7% | $102,423-28.4% | $77,714-5.7% |
| Participation rate | 70.2% | 80.9%-10.7pp | 76.5%-6.3pp | 70.6%-0.4pp |
| Annual return | 16.11% | 25.01%-8.9pp | 29.42%-13.3pp | 31.26%-15.1pp |
| Employer contribution / active EE | $2,379 | $2,699-11.9% | $3,023-21.3% | $2,727-12.8% |
| Participant deferral / active EE | $4,961 | $5,147-3.6% | $5,054-1.8% | $4,649+6.7% |
| Admin fee / account holder | $100 | $236-57.8% | $9,455-98.9% | $433-77.0% |