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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $336 |
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 | $38,779 | $54,355-28.7% | $82,744-53.1% | $68,486-43.4% |
| Participation rate | 81.7% | 63.9%+17.7pp | 72.6%+9.1pp | 67.9%+13.8pp |
| Annual return | -18.74% | -13.67%-5.1pp | 702.22%-721.0pp | -7.85%-10.9pp |
| Employer contribution / active EE | $1,399 | $2,219-36.9% | $3,008-53.5% | $2,597-46.1% |
| Participant deferral / active EE | $4,310 | $3,246+32.8% | $4,395-1.9% | $4,028+7.0% |
| Admin fee / account holder | $3 | $4,397-99.9% | $5,325-99.9% | $5,404-99.9% |