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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,876 |
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 | $223,260 | $70,002+218.9% | $115,038+94.1% | $52,331+326.6% |
| Participation rate | 78.8% | 72.1%+6.7pp | 81.4%-2.5pp | 68.1%+10.7pp |
| Annual return | 0.85% | 4.04%-3.2pp | 26.14%-25.3pp | 4.54%-3.7pp |
| Employer contribution / active EE | $5,320 | $2,715+95.9% | $4,608+15.4% | $1,882+182.7% |
| Participant deferral / active EE | $9,484 | $4,920+92.8% | $6,026+57.4% | $3,022+213.8% |
| Admin fee / account holder | $14 | $566-97.6% | $8,175-99.8% | $592-97.7% |