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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,034 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $135,483 | $89,652+51.1% | $141,197-4.0% | $65,186+107.8% |
| Participation rate | 82.1% | 74.7%+7.4pp | 82.5%-0.4pp | 70.2%+11.9pp |
| Annual return | 21.70% | 32.79%-11.1pp | 71.41%-49.7pp | 29.39%-7.7pp |
| Employer contribution / active EE | $566 | $3,065-81.5% | $4,736-88.1% | $2,177-74.0% |
| Participant deferral / active EE | $10,554 | $5,691+85.4% | $6,710+57.3% | $3,514+200.3% |
| Admin fee / account holder | $191 | $569-66.5% | $10,265-98.1% | $847-77.5% |