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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $26,943 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $368,243 | $104,479+252.5% | $159,474+130.9% | $79,391+363.8% |
| Participation rate | 88.5% | 76.6%+11.8pp | 82.8%+5.6pp | 70.7%+17.8pp |
| Annual return | 14.94% | 67.98%-53.0pp | 263.68%-248.7pp | 116.88%-101.9pp |
| Employer contribution / active EE | $16,318 | $3,417+377.5% | $4,831+237.8% | $2,428+572.1% |
| Participant deferral / active EE | $8,604 | $6,468+33.0% | $7,353+17.0% | $4,046+112.7% |
| Admin fee / account holder | $144 | $711-79.7% | $10,802-98.7% | $627-77.0% |