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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $3,086 |
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 | $64,825 | $56,511+14.7% | $185,837-65.1% | $86,813-25.3% |
| Participation rate | 85.2% | 65.5%+19.7pp | 81.7%+3.5pp | 72.3%+12.9pp |
| Annual return | 14.94% | 118.12%-103.2pp | 122.08%-107.1pp | 97.93%-83.0pp |
| Employer contribution / active EE | $2,059 | $1,844+11.7% | $5,168-60.2% | $2,406-14.4% |
| Participant deferral / active EE | $3,083 | $2,554+20.7% | $5,568-44.6% | $4,131-25.4% |
| Admin fee / account holder | $9 | $150-93.9% | $16,241-99.9% | $170-94.6% |