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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $34,307 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,085 | $52,122+72.8% | $104,299-13.6% | $64,824+39.0% |
| Participation rate | 94.9% | 56.0%+38.9pp | 73.3%+21.6pp | 71.5%+23.4pp |
| Annual return | -16.90% | 13.26%-30.2pp | 24.62%-41.5pp | 32.84%-49.7pp |
| Employer contribution / active EE | $4,169 | $1,627+156.3% | $3,373+23.6% | $2,507+66.3% |
| Participant deferral / active EE | $8,884 | $2,823+214.7% | $4,626+92.1% | $4,311+106.1% |
| Admin fee / account holder | $27 | $155-82.2% | $7,339-99.6% | $188-85.4% |