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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,475 |
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 | $8,384 | $62,581-86.6% | $124,694-93.3% | $86,821-90.3% |
| Participation rate | 72.2% | 56.9%+15.3pp | 74.6%-2.5pp | 72.3%-0.1pp |
| Annual return | 12.89% | 26.67%-13.8pp | 5144.82%-5131.9pp | 97.94%-85.0pp |
| Employer contribution / active EE | $1,405 | $1,604-12.4% | $3,325-57.7% | $2,406-41.6% |
| Participant deferral / active EE | $1,789 | $2,725-34.4% | $4,615-61.2% | $4,132-56.7% |
| Admin fee / account holder | $4 | $170-97.4% | $7,495-99.9% | $170-97.4% |