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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,220 |
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 | $133,069 | $64,909+105.0% | $82,312+61.7% | $62,293+113.6% |
| Participation rate | 93.9% | 74.9%+19.0pp | 76.9%+17.0pp | 69.5%+24.3pp |
| Annual return | 22.83% | 21.18%+1.6pp | 25.88%-3.1pp | 28.90%-6.1pp |
| Employer contribution / active EE | $2,313 | $1,676+38.0% | $2,428-4.7% | $2,042+13.3% |
| Participant deferral / active EE | $8,037 | $3,103+159.0% | $3,706+116.8% | $3,169+153.6% |
| Admin fee / account holder | $15 | $440-96.6% | $5,608-99.7% | $479-96.9% |