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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $34,082 |
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 | $63,146 | $69,305-8.9% | $82,312-23.3% | $69,631-9.3% |
| Participation rate | 99.4% | 80.3%+19.2pp | 76.9%+22.5pp | 70.7%+28.7pp |
| Annual return | 18.15% | 21.47%-3.3pp | 25.88%-7.7pp | 27571.02%-27552.9pp |
| Employer contribution / active EE | $3,756 | $1,887+99.1% | $2,428+54.7% | $2,032+84.9% |
| Participant deferral / active EE | $4,705 | $3,568+31.8% | $3,706+26.9% | $3,224+45.9% |
| Admin fee / account holder | $94 | $97-3.4% | $5,608-98.3% | $110-15.0% |