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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $963 |
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 | $34,050 | $49,451-31.1% | $79,580-57.2% | $66,938-49.1% |
| Participation rate | 82.4% | 61.3%+21.1pp | 69.5%+12.9pp | 69.8%+12.6pp |
| Annual return | -16.57% | 84.25%-100.8pp | 0.15%-16.7pp | 1.58%-18.1pp |
| Employer contribution / active EE | $1,550 | $1,266+22.5% | $2,413-35.8% | $2,545-39.1% |
| Participant deferral / active EE | $4,644 | $3,159+47.0% | $3,985+16.5% | $4,238+9.6% |
| Admin fee / account holder | $8 | $595-98.6% | $6,835-99.9% | $594-98.6% |