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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,344 |
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 | $24,963 | $46,173-45.9% | $170,435-85.4% | $69,631-64.1% |
| Participation rate | 87.4% | 63.9%+23.5pp | 83.6%+3.8pp | 70.7%+16.7pp |
| Annual return | 21.05% | 21.62%-0.6pp | 205.94%-184.9pp | 27571.02%-27550.0pp |
| Employer contribution / active EE | $2,111 | $1,610+31.1% | $5,432-61.1% | $2,032+3.9% |
| Participant deferral / active EE | $4,169 | $2,080+100.4% | $4,939-15.6% | $3,224+29.3% |
| Admin fee / account holder | $8 | $116-92.7% | $13,881-99.9% | $110-92.3% |