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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $33,131 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,838 | $75,183-57.7% | $123,894-74.3% | $55,167-42.3% |
| Participation rate | 70.7% | 72.8%-2.2pp | 81.4%-10.8pp | 69.0%+1.7pp |
| Annual return | 12.12% | 19.01%-6.9pp | 47.52%-35.4pp | 169.23%-157.1pp |
| Employer contribution / active EE | $208 | $2,823-92.6% | $4,617-95.5% | $1,963-89.4% |
| Participant deferral / active EE | $2,274 | $5,084-55.3% | $5,984-62.0% | $3,054-25.6% |
| Admin fee / account holder | $8 | $663-98.8% | $8,357-99.9% | $504-98.5% |