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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $3,332 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,391 | $45,343+117.0% | $150,298-34.5% | $67,986+44.7% |
| Participation rate | 97.9% | 51.9%+46.1pp | 77.8%+20.2pp | 57.2%+40.7pp |
| Annual return | 17.14% | 33.28%-16.1pp | 62.79%-45.6pp | 31.67%-14.5pp |
| Employer contribution / active EE | $4,844 | $1,462+231.4% | $4,154+16.6% | $2,019+140.0% |
| Participant deferral / active EE | $3,082 | $2,055+50.0% | $5,453-43.5% | $3,358-8.2% |
| Admin fee / account holder | $12 | $2,250-99.5% | $14,116-99.9% | $3,203-99.6% |