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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $666 |
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 | $27,456 | $46,688-41.2% | $189,758-85.5% | $69,733-60.6% |
| Participation rate | 90.3% | 61.7%+28.6pp | 79.8%+10.5pp | 62.5%+27.8pp |
| Annual return | 12.35% | 14.35%-2.0pp | 52.62%-40.3pp | 15.22%-2.9pp |
| Employer contribution / active EE | $1,434 | $1,695-15.4% | $4,767-69.9% | $2,250-36.3% |
| Participant deferral / active EE | $2,395 | $2,143+11.8% | $5,856-59.1% | $3,054-21.6% |
| Admin fee / account holder | $4 | $1,700-99.7% | $20,388-100.0% | $3,102-99.9% |