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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $12,920 |
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 | $46,803 | $155,795-70.0% | $136,298-65.7% | $69,631-32.8% |
| Participation rate | 94.1% | 75.2%+18.9pp | 81.9%+12.2pp | 70.7%+23.4pp |
| Annual return | 27.70% | 232464.33%-232436.6pp | 5156.27%-5128.6pp | 27571.02%-27543.3pp |
| Employer contribution / active EE | $2,923 | $2,991-2.3% | $4,696-37.7% | $2,032+43.9% |
| Participant deferral / active EE | $9,489 | $5,394+75.9% | $6,247+51.9% | $3,224+194.4% |
| Admin fee / account holder | $23 | $128-81.8% | $9,244-99.7% | $110-78.9% |