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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $519 |
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 | $46,834 | $65,423-28.4% | $98,477-52.4% | $85,856-45.5% |
| Participation rate | 96.4% | 65.0%+31.4pp | 73.3%+23.1pp | 69.3%+27.1pp |
| Annual return | 14.57% | 21.76%-7.2pp | 1493.59%-1479.0pp | 318.58%-304.0pp |
| Employer contribution / active EE | $1,107 | $2,168-49.0% | $2,961-62.6% | $2,565-56.9% |
| Participant deferral / active EE | $2,972 | $3,167-6.2% | $4,276-30.5% | $3,952-24.8% |
| Admin fee / account holder | $4 | $4,594-99.9% | $5,951-99.9% | $6,261-99.9% |