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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,747 |
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 | $44,168 | $69,305-36.3% | $82,312-46.3% | $69,631-36.6% |
| Participation rate | 85.3% | 80.3%+5.1pp | 76.9%+8.4pp | 70.7%+14.6pp |
| Annual return | 56.01% | 21.47%+34.5pp | 25.88%+30.1pp | 27571.02%-27515.0pp |
| Employer contribution / active EE | $1,165 | $1,887-38.2% | $2,428-52.0% | $2,032-42.6% |
| Participant deferral / active EE | $3,895 | $3,568+9.1% | $3,706+5.1% | $3,224+20.8% |
| Admin fee / account holder | $10 | $97-89.6% | $5,608-99.8% | $110-90.8% |