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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,805 |
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 | $54,299 | $65,378-16.9% | $87,103-37.7% | $65,186-16.7% |
| Participation rate | 86.1% | 75.3%+10.7pp | 76.9%+9.2pp | 70.2%+15.9pp |
| Annual return | 22.10% | 31.28%-9.2pp | 28.19%-6.1pp | 29.39%-7.3pp |
| Employer contribution / active EE | $2,159 | $1,823+18.5% | $2,521-14.4% | $2,177-0.8% |
| Participant deferral / active EE | $6,133 | $3,389+81.0% | $4,049+51.5% | $3,514+74.5% |
| Admin fee / account holder | $29 | $520-94.3% | $7,491-99.6% | $847-96.5% |