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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 | $46,688+110.7% | $189,758-48.1% | $69,733+41.1% |
| Participation rate | 97.9% | 61.7%+36.2pp | 79.8%+18.1pp | 62.5%+35.5pp |
| Annual return | 17.14% | 14.35%+2.8pp | 52.62%-35.5pp | 15.22%+1.9pp |
| Employer contribution / active EE | $4,844 | $1,695+185.8% | $4,767+1.6% | $2,250+115.3% |
| Participant deferral / active EE | $3,082 | $2,143+43.8% | $5,856-47.4% | $3,054+0.9% |
| Admin fee / account holder | $12 | $1,700-99.3% | $20,388-99.9% | $3,102-99.6% |