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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,039 |
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 | $107,218 | $50,199+113.6% | $69,890+53.4% | $66,949+60.1% |
| Participation rate | 91.4% | 66.3%+25.1pp | 70.5%+20.9pp | 69.8%+21.6pp |
| Annual return | -15.55% | -13.85%-1.7pp | 190.84%-206.4pp | 1.57%-17.1pp |
| Employer contribution / active EE | $5,016 | $1,864+169.1% | $2,560+95.9% | $2,545+97.1% |
| Participant deferral / active EE | $9,732 | $3,112+212.7% | $3,848+152.9% | $4,239+129.6% |
| Admin fee / account holder | $9 | $600-98.5% | $6,267-99.9% | $594-98.4% |