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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Account ... | $1,501 |
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 | $34,797 | $61,166-43.1% | $185,849-81.3% | $79,391-56.2% |
| Participation rate | 98.1% | 66.6%+31.5pp | 81.7%+16.4pp | 70.7%+27.4pp |
| Annual return | 14.87% | 19.45%-4.6pp | 122.10%-107.2pp | 116.88%-102.0pp |
| Employer contribution / active EE | $6,173 | $2,321+166.0% | $5,169+19.4% | $2,428+154.3% |
| Participant deferral / active EE | $2,378 | $2,789-14.7% | $5,569-57.3% | $4,046-41.2% |
| Admin fee / account holder | $8 | $710-98.9% | $16,244-100.0% | $627-98.7% |