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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 37 · EIN 13-1624203 | Loan Processing | $150 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,221 | $60,989+67.6% | $60,899+67.9% | $66,930+52.7% |
| Participation rate | 84.1% | 74.5%+9.6pp | 73.1%+11.0pp | 69.8%+14.2pp |
| Annual return | -10.15% | -9.60%-0.5pp | 16.92%-27.1pp | 1.57%-11.7pp |
| Employer contribution / active EE | $0 | $2,661-100.0% | $2,702-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $5,137 | $3,615+42.1% | $3,817+34.6% | $4,238+21.2% |
| Admin fee / account holder | $0 | $338-99.9% | $3,225-100.0% | $593-99.9% |