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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,312 |
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 | $105,420 | $88,122+19.6% | $141,177-25.3% | $67,579+56.0% |
| Participation rate | 94.2% | 76.5%+17.8pp | 82.5%+11.7pp | 71.3%+22.9pp |
| Annual return | 26.07% | 75.40%-49.3pp | 71.40%-45.3pp | 378.56%-352.5pp |
| Employer contribution / active EE | $6,471 | $3,224+100.7% | $4,736+36.6% | $2,148+201.3% |
| Participant deferral / active EE | $9,878 | $5,958+65.8% | $6,710+47.2% | $3,539+179.1% |
| Admin fee / account holder | $3 | $131-97.8% | $10,263-100.0% | $142-98.0% |