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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $15,187 |
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 | $73,212 | $38,365+90.8% | $84,623-13.5% | $65,185+12.3% |
| Participation rate | 81.0% | 55.7%+25.3pp | 68.2%+12.7pp | 70.2%+10.8pp |
| Annual return | 23.78% | 32.00%-8.2pp | 258.77%-235.0pp | 29.38%-5.6pp |
| Employer contribution / active EE | $940 | $1,258-25.3% | $2,652-64.6% | $2,177-56.8% |
| Participant deferral / active EE | $4,426 | $2,278+94.2% | $3,899+13.5% | $3,514+25.9% |
| Admin fee / account holder | $90 | $451-80.0% | $4,913-98.2% | $847-89.3% |