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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 | $55,446+89.2% | $155,574-32.6% | $74,429+41.0% |
| Participation rate | 87.9% | 61.9%+26.0pp | 78.2%+9.7pp | 67.2%+20.7pp |
| Annual return | 14.69% | 269.20%-254.5pp | 64.87%-50.2pp | 1368.38%-1353.7pp |
| Employer contribution / active EE | $3,019 | $2,266+33.2% | $4,676-35.4% | $2,625+15.0% |
| Participant deferral / active EE | $10,659 | $2,836+275.8% | $5,629+89.3% | $4,348+145.1% |
| Admin fee / account holder | $156 | $1,743-91.0% | $15,914-99.0% | $1,944-92.0% |