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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,606 |
Annual investment return 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 | $24,580 | $37,196-33.9% | $154,111-84.1% | $55,725-55.9% |
| Participation rate | 88.2% | 64.1%+24.1pp | 83.0%+5.1pp | 70.9%+17.3pp |
| Annual return | -6.37% | 1319.68%-1326.1pp | 735.18%-741.6pp | 244.93%-251.3pp |
| Employer contribution / active EE | $2,293 | $1,614+42.0% | $5,298-56.7% | $2,078+10.3% |
| Participant deferral / active EE | $4,851 | $2,068+134.6% | $5,081-4.5% | $3,356+44.6% |
| Admin fee / account holder | $8 | $102-92.5% | $13,411-99.9% | $115-93.4% |