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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$14,001 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,655 | $68,904-81.6% | $83,327-84.8% | $68,904-81.6% |
| Participation rate | 90.8% | 74.1%+16.7pp | 77.8%+13.0pp | 74.1%+16.7pp |
| Annual return | -6.04% | 1.07%-7.1pp | 10.64%-16.7pp | 1.07%-7.1pp |
| Employer contribution / active EE | $1,533 | $2,540-39.6% | $3,379-54.6% | $2,540-39.6% |
| Participant deferral / active EE | $3,947 | $4,015-1.7% | $5,565-29.1% | $4,015-1.7% |
| Admin fee / account holder | -$2 | $71-102.6% | $7,540-100.0% | $71-102.6% |