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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $17,100 |
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 | $39,350 | $63,905-38.4% | $74,184-47.0% | $57,658-31.8% |
| Participation rate | 80.9% | 79.8%+1.1pp | 76.6%+4.2pp | 70.2%+10.6pp |
| Annual return | 8.19% | 60.60%-52.4pp | 17.74%-9.5pp | 5.13%+3.1pp |
| Employer contribution / active EE | $1,292 | $1,840-29.8% | $2,370-45.5% | $1,974-34.6% |
| Participant deferral / active EE | $3,675 | $3,448+6.6% | $3,550+3.5% | $3,061+20.1% |
| Admin fee / account holder | $22 | $91-75.6% | $5,586-99.6% | $95-76.5% |