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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,536 |
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 | $229,707 | $72,177+218.3% | $115,037+99.7% | $59,633+285.2% |
| Participation rate | 98.4% | 72.6%+25.9pp | 81.4%+17.0pp | 68.7%+29.7pp |
| Annual return | 0.46% | 12.02%-11.6pp | 26.14%-25.7pp | 2041.40%-2040.9pp |
| Employer contribution / active EE | $8,495 | $2,841+199.0% | $4,608+84.4% | $2,203+285.7% |
| Participant deferral / active EE | $8,673 | $4,783+81.3% | $6,026+43.9% | $3,192+171.8% |
| Admin fee / account holder | $26 | $4,927-99.5% | $8,175-99.7% | $4,297-99.4% |