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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Account ... | $1,071 |
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 | $30,005 | $65,125-53.9% | $143,797-79.1% | $66,949-55.2% |
| Participation rate | 70.6% | 65.2%+5.4pp | 80.3%-9.8pp | 69.8%+0.7pp |
| Annual return | -12.82% | -11.13%-1.7pp | -0.04%-12.8pp | 1.57%-14.4pp |
| Employer contribution / active EE | $1,345 | $2,362-43.1% | $4,952-72.8% | $2,545-47.2% |
| Participant deferral / active EE | $1,798 | $2,920-38.4% | $5,638-68.1% | $4,239-57.6% |
| Admin fee / account holder | $6 | $503-98.8% | $14,679-100.0% | $594-99.0% |