Filed January 15, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,200 |
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 | $130,103 | $46,332+180.8% | $143,799-9.5% | $64,819+100.7% |
| Participation rate | 89.7% | 64.2%+25.5pp | 80.3%+9.4pp | 71.5%+18.2pp |
| Annual return | -17.15% | -10.05%-7.1pp | -0.04%-17.1pp | 32.84%-50.0pp |
| Employer contribution / active EE | $9,452 | $1,911+394.6% | $4,952+90.9% | $2,507+277.0% |
| Participant deferral / active EE | $6,385 | $2,647+141.2% | $5,638+13.2% | $4,311+48.1% |
| Admin fee / account holder | $7 | $154-95.3% | $14,677-100.0% | $188-96.1% |