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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,531 |
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 | $60,396 | $60,165+0.4% | $74,184-18.6% | $55,167+9.5% |
| Participation rate | 78.2% | 74.2%+4.1pp | 76.6%+1.6pp | 69.0%+9.2pp |
| Annual return | 7.03% | 10.00%-3.0pp | 17.74%-10.7pp | 169.23%-162.2pp |
| Employer contribution / active EE | $1,805 | $1,600+12.9% | $2,370-23.8% | $1,963-8.0% |
| Participant deferral / active EE | $4,785 | $2,973+61.0% | $3,550+34.8% | $3,054+56.7% |
| Admin fee / account holder | $11 | $419-97.3% | $5,586-99.8% | $504-97.7% |