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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,324 |
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 | $8,029 | $52,122-84.6% | $104,299-92.3% | $64,824-87.6% |
| Participation rate | 72.4% | 56.0%+16.4pp | 73.3%-0.9pp | 71.5%+0.9pp |
| Annual return | -17.26% | 13.26%-30.5pp | 24.62%-41.9pp | 32.84%-50.1pp |
| Employer contribution / active EE | $1,529 | $1,627-6.0% | $3,373-54.7% | $2,507-39.0% |
| Participant deferral / active EE | $2,168 | $2,823-23.2% | $4,626-53.1% | $4,311-49.7% |
| Admin fee / account holder | $7 | $155-95.4% | $7,339-99.9% | $188-96.2% |