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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $37,526 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $47,646 | $58,851-19.0% | $115,170-58.6% | $72,975-34.7% |
| Participation rate | 84.8% | 65.5%+19.3pp | 75.9%+8.9pp | 69.5%+15.4pp |
| Annual return | 18.67% | 23.16%-4.5pp | 35.60%-16.9pp | 81.01%-62.3pp |
| Employer contribution / active EE | $5,987 | $1,798+233.0% | $3,179+88.3% | $2,440+145.4% |
| Participant deferral / active EE | $11,662 | $2,643+341.3% | $4,169+179.7% | $3,608+223.3% |
| Admin fee / account holder | $154 | $6,370-97.6% | $7,089-97.8% | $5,124-97.0% |