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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $663 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,584 | $47,977-23.7% | $154,111-76.3% | $56,287-35.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -6.10% | 3.54%-9.6pp | 735.18%-741.3pp | -9.96%+3.9pp |
| Employer contribution / active EE | $1,144 | $2,169-47.3% | $5,298-78.4% | $2,111-45.8% |
| Participant deferral / active EE | $2,635 | $2,392+10.2% | $5,081-48.1% | $3,350-21.3% |
| Admin fee / account holder | $3 | $438-99.3% | $13,411-100.0% | $521-99.4% |