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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $54,943 |
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 | $16,455 | $31,424-47.6% | $81,478-79.8% | $69,631-76.4% |
| Participation rate | 95.2% | 50.8%+44.4pp | 68.0%+27.3pp | 70.7%+24.5pp |
| Annual return | 34.07% | 22.44%+11.6pp | 38.78%-4.7pp | 27571.02%-27537.0pp |
| Employer contribution / active EE | $1,526 | $1,029+48.3% | $2,568-40.6% | $2,032-24.9% |
| Participant deferral / active EE | $5,699 | $1,838+210.0% | $3,537+61.1% | $3,224+76.8% |
| Admin fee / account holder | $64 | $103-37.1% | $4,561-98.6% | $110-41.6% |