Filed September 12, 2024 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,213 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $88,710 | $36,978+139.9% | $155,789-43.1% | $59,188+49.9% |
| Participation rate | 97.1% | 62.7%+34.3pp | 76.1%+21.0pp | 69.4%+27.7pp |
| Annual return | 94.75% | 5.44%+89.3pp | 71.54%+23.2pp | 5.51%+89.2pp |
| Employer contribution / active EE | $1,940 | $1,222+58.8% | $3,839-49.5% | $2,098-7.5% |
| Participant deferral / active EE | $3,453 | $2,795+23.5% | $4,798-28.0% | $3,265+5.8% |
| Admin fee / account holder | $4 | $65-94.3% | $7,477-100.0% | $92-96.0% |