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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $24,415 |
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 | $17,512 | $35,730-51.0% | $158,223-88.9% | $83,436-79.0% |
| Participation rate | 88.0% | 59.7%+28.3pp | 79.2%+8.8pp | 73.2%+14.8pp |
| Annual return | 11.33% | 53.13%-41.8pp | 52.09%-40.8pp | 19.34%-8.0pp |
| Employer contribution / active EE | $694 | $1,450-52.2% | $4,109-83.1% | $4,072-83.0% |
| Participant deferral / active EE | $818 | $1,698-51.8% | $5,467-85.0% | $3,411-76.0% |
| Admin fee / account holder | $11 | $165-93.3% | $16,047-99.9% | $265-95.8% |