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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,882 |
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 | $74,034 | $74,552-0.7% | $63,018+17.5% | $69,631+6.3% |
| Participation rate | 92.2% | 78.3%+14.0pp | 74.8%+17.4pp | 70.7%+21.6pp |
| Annual return | 19.15% | 15.77%+3.4pp | 87.62%-68.5pp | 27571.02%-27551.9pp |
| Employer contribution / active EE | $0 | $2,929-100.0% | $2,761-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $5,495 | $2,974+84.7% | $3,330+65.0% | $3,224+70.4% |
| Admin fee / account holder | $3 | $59-94.5% | $3,601-99.9% | $110-97.1% |