Filed January 16, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,000 |
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 | $71,706 | $85,171-15.8% | $172,752-58.5% | $72,975-1.7% |
| Participation rate | 71.9% | 70.1%+1.8pp | 82.6%-10.8pp | 69.5%+2.4pp |
| Annual return | 22.88% | 27.32%-4.4pp | 802.97%-780.1pp | 81.01%-58.1pp |
| Employer contribution / active EE | $1,091 | $3,324-67.2% | $5,144-78.8% | $2,440-55.3% |
| Participant deferral / active EE | $3,613 | $3,260+10.8% | $5,198-30.5% | $3,608+0.1% |
| Admin fee / account holder | $35 | $5,880-99.4% | $13,955-99.8% | $5,124-99.3% |