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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,425 |
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 | $127,481 | $30,599+316.6% | $74,577+70.9% | $57,658+121.1% |
| Participation rate | 73.9% | 49.1%+24.8pp | 68.1%+5.8pp | 70.2%+3.7pp |
| Annual return | 9.26% | 14.24%-5.0pp | 20.47%-11.2pp | 5.13%+4.1pp |
| Employer contribution / active EE | $2,364 | $1,000+136.5% | $2,525-6.4% | $1,974+19.8% |
| Participant deferral / active EE | $7,107 | $1,805+293.7% | $3,458+105.5% | $3,061+132.2% |
| Admin fee / account holder | $13 | $98-87.1% | $4,138-99.7% | $95-86.6% |