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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $33,670 |
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 | $110,173 | $62,581+76.0% | $124,694-11.6% | $86,821+26.9% |
| Participation rate | 93.3% | 56.9%+36.5pp | 74.6%+18.7pp | 72.3%+21.0pp |
| Annual return | 16.65% | 26.67%-10.0pp | 5144.82%-5128.2pp | 97.94%-81.3pp |
| Employer contribution / active EE | $3,642 | $1,604+127.1% | $3,325+9.5% | $2,406+51.4% |
| Participant deferral / active EE | $8,151 | $2,725+199.1% | $4,615+76.6% | $4,132+97.3% |
| Admin fee / account holder | $28 | $170-83.2% | $7,495-99.6% | $170-83.2% |