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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $16,736 |
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 | $70,209 | $85,515-17.9% | $112,040-37.3% | $67,986+3.3% |
| Participation rate | 84.5% | 68.2%+16.3pp | 76.5%+8.0pp | 57.2%+27.3pp |
| Annual return | 19.45% | 29.68%-10.2pp | 24.52%-5.1pp | 31.67%-12.2pp |
| Employer contribution / active EE | $697 | $2,191-68.2% | $2,954-76.4% | $2,019-65.5% |
| Participant deferral / active EE | $3,589 | $4,014-10.6% | $5,098-29.6% | $3,358+6.9% |
| Admin fee / account holder | $115 | $3,774-97.0% | $12,098-99.1% | $3,203-96.4% |