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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,031 |
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 | $21,547 | $36,916-41.6% | $156,551-86.2% | $57,658-62.6% |
| Participation rate | 85.4% | 63.4%+21.9pp | 84.0%+1.4pp | 70.2%+15.1pp |
| Annual return | 12.51% | 12.38%+0.1pp | 32.23%-19.7pp | 5.13%+7.4pp |
| Employer contribution / active EE | $2,412 | $1,571+53.6% | $5,501-56.1% | $1,974+22.2% |
| Participant deferral / active EE | $4,639 | $1,926+140.9% | $4,871-4.8% | $3,061+51.6% |
| Admin fee / account holder | $11 | $82-86.9% | $13,028-99.9% | $95-88.6% |