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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $159,913 |
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 | $53,985 | $88,730-39.2% | $82,312-34.4% | $77,958-30.8% |
| Participation rate | 93.2% | 84.5%+8.6pp | 76.9%+16.3pp | 71.6%+21.5pp |
| Annual return | 15.86% | 20.88%-5.0pp | 25.88%-10.0pp | 20.87%-5.0pp |
| Employer contribution / active EE | $2,241 | $2,758-18.7% | $2,428-7.7% | $2,310-3.0% |
| Participant deferral / active EE | $3,783 | $4,634-18.4% | $3,706+2.1% | $3,537+7.0% |
| Admin fee / account holder | $96 | $74+30.2% | $5,608-98.3% | $97-1.1% |