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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,957 |
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 | $123,495 | $88,324+39.8% | $115,038+7.4% | $55,191+123.8% |
| Participation rate | 93.4% | 72.5%+20.9pp | 81.4%+12.0pp | 69.2%+24.2pp |
| Annual return | 0.62% | 6.30%-5.7pp | 26.14%-25.5pp | 10.78%-10.2pp |
| Employer contribution / active EE | $5,626 | $2,805+100.6% | $4,608+22.1% | $1,899+196.3% |
| Participant deferral / active EE | $8,430 | $5,042+67.2% | $6,026+39.9% | $3,046+176.7% |
| Admin fee / account holder | $3 | $105-97.0% | $8,175-100.0% | $91-96.5% |