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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,091 |
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 | $62,751 | $80,177-21.7% | $123,894-49.4% | $57,658+8.8% |
| Participation rate | 88.8% | 74.4%+14.3pp | 81.4%+7.4pp | 70.2%+18.6pp |
| Annual return | 11.57% | 17.90%-6.3pp | 47.52%-35.9pp | 5.13%+6.4pp |
| Employer contribution / active EE | $4,566 | $2,913+56.8% | $4,617-1.1% | $1,974+131.3% |
| Participant deferral / active EE | $6,319 | $5,130+23.2% | $5,984+5.6% | $3,061+106.5% |
| Admin fee / account holder | $3 | $106-97.1% | $8,357-100.0% | $95-96.7% |