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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$815 |
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 | $157,651 | $80,753+95.2% | $136,298+15.7% | $62,293+153.1% |
| Participation rate | 92.5% | 73.5%+18.9pp | 81.9%+10.5pp | 69.5%+23.0pp |
| Annual return | 20.26% | 35.83%-15.6pp | 5156.27%-5136.0pp | 28.90%-8.6pp |
| Employer contribution / active EE | $2,796 | $2,884-3.1% | $4,696-40.5% | $2,042+36.9% |
| Participant deferral / active EE | $9,576 | $5,164+85.4% | $6,247+53.3% | $3,169+202.1% |
| Admin fee / account holder | -$2 | $525-100.5% | $9,244-100.0% | $479-100.5% |