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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,515 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,793 | $59,535-43.2% | $90,161-62.5% | $62,293-45.8% |
| Participation rate | 90.2% | 73.0%+17.1pp | 76.9%+13.3pp | 69.5%+20.7pp |
| Annual return | 23.88% | 23.53%+0.4pp | 34.89%-11.0pp | 28.90%-5.0pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $3,318-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $8,486 | $4,639+82.9% | $5,287+60.5% | $3,169+167.8% |
| Admin fee / account holder | $7 | $337-97.8% | $5,943-99.9% | $479-98.4% |