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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $43,276 |
Annual investment return 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 | $63,988 | $82,279-22.2% | $78,002-18.0% | $63,9750% |
| Participation rate | 95.7% | 84.7%+11.0pp | 75.5%+20.1pp | 71.1%+24.5pp |
| Annual return | 6.15% | 11.20%-5.0pp | 425.99%-419.8pp | 48.65%-42.5pp |
| Employer contribution / active EE | $2,152 | $3,297-34.7% | $2,470-12.9% | $2,182-1.4% |
| Participant deferral / active EE | $3,950 | $4,538-13.0% | $3,497+13.0% | $3,356+17.7% |
| Admin fee / account holder | $26 | $81-67.6% | $5,481-99.5% | $70-62.6% |