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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,313 |
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 | $45,193 | $59,402-23.9% | $93,654-51.7% | $74,546-39.4% |
| Participation rate | 94.0% | 59.7%+34.4pp | 68.7%+25.3pp | 67.2%+26.8pp |
| Annual return | 15.86% | 81.86%-66.0pp | 133.34%-117.5pp | 1366.03%-1350.2pp |
| Employer contribution / active EE | $1,522 | $1,265+20.3% | $2,421-37.1% | $2,624-42.0% |
| Participant deferral / active EE | $4,201 | $3,049+37.8% | $4,413-4.8% | $4,347-3.4% |
| Admin fee / account holder | $11 | $3,023-99.6% | $8,282-99.9% | $1,944-99.4% |