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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $92,852 |
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 | $52,880 | $71,957-26.5% | $67,652-21.8% | $59,188-10.7% |
| Participation rate | 91.8% | 82.7%+9.2pp | 75.7%+16.2pp | 69.4%+22.4pp |
| Annual return | 3.60% | 8.53%-4.9pp | 6625.40%-6621.8pp | 5.51%-1.9pp |
| Employer contribution / active EE | $1,983 | $2,432-18.5% | $2,266-12.5% | $2,098-5.5% |
| Participant deferral / active EE | $3,387 | $4,211-19.6% | $3,560-4.9% | $3,265+3.7% |
| Admin fee / account holder | $75 | $64+17.0% | $4,821-98.4% | $92-18.6% |