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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,001 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,867 | $62,409-81.0% | $120,524-90.2% | $74,429-84.1% |
| Participation rate | 72.6% | 56.8%+15.8pp | 71.9%+0.7pp | 67.2%+5.4pp |
| Annual return | 12.17% | 18.62%-6.5pp | 107.36%-95.2pp | 1368.38%-1356.2pp |
| Employer contribution / active EE | $2,338 | $1,847+26.6% | $3,469-32.6% | $2,625-10.9% |
| Participant deferral / active EE | $3,141 | $2,888+8.7% | $4,994-37.1% | $4,348-27.8% |
| Admin fee / account holder | $7 | $2,394-99.7% | $9,440-99.9% | $1,944-99.6% |