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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $33,102 |
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 | $104,909 | $55,470+89.1% | $155,556-32.6% | $74,478+40.9% |
| Participation rate | 87.9% | 61.9%+26.0pp | 78.2%+9.7pp | 67.2%+20.7pp |
| Annual return | 14.69% | 269.80%-255.1pp | 64.84%-50.2pp | 1370.56%-1355.9pp |
| Employer contribution / active EE | $3,019 | $2,267+33.2% | $4,675-35.4% | $2,626+14.9% |
| Participant deferral / active EE | $10,659 | $2,838+275.6% | $5,631+89.3% | $4,350+145.0% |
| Admin fee / account holder | $156 | $1,744-91.1% | $15,885-99.0% | $1,946-92.0% |