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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,450 |
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 | $16,821 | $37,117-54.7% | $147,617-88.6% | $55,191-69.5% |
| Participation rate | 82.7% | 63.6%+19.1pp | 84.6%-1.9pp | 69.2%+13.6pp |
| Annual return | 1.35% | 3.44%-2.1pp | 61.98%-60.6pp | 10.78%-9.4pp |
| Employer contribution / active EE | $1,729 | $1,620+6.7% | $5,564-68.9% | $1,899-8.9% |
| Participant deferral / active EE | $3,241 | $1,985+63.2% | $4,895-33.8% | $3,046+6.4% |
| Admin fee / account holder | $6 | $86-92.8% | $11,612-99.9% | $91-93.2% |