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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $1,718 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,951 | $61,166-46.1% | $185,849-82.3% | $79,391-58.5% |
| Participation rate | 97.5% | 66.6%+30.9pp | 81.7%+15.8pp | 70.7%+26.8pp |
| Annual return | 14.79% | 19.45%-4.7pp | 122.10%-107.3pp | 116.88%-102.1pp |
| Employer contribution / active EE | $1,716 | $2,321-26.1% | $5,169-66.8% | $2,428-29.3% |
| Participant deferral / active EE | $3,938 | $2,789+41.2% | $5,569-29.3% | $4,046-2.7% |
| Admin fee / account holder | $4 | $710-99.4% | $16,244-100.0% | $627-99.4% |