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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,113 |
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 | $33,956 | $64,909-47.7% | $82,312-58.7% | $62,293-45.5% |
| Participation rate | 89.1% | 74.9%+14.2pp | 76.9%+12.2pp | 69.5%+19.5pp |
| Annual return | 20.87% | 21.18%-0.3pp | 25.88%-5.0pp | 28.90%-8.0pp |
| Employer contribution / active EE | $727 | $1,676-56.6% | $2,428-70.1% | $2,042-64.4% |
| Participant deferral / active EE | $3,988 | $3,103+28.5% | $3,706+7.6% | $3,169+25.8% |
| Admin fee / account holder | $26 | $440-94.1% | $5,608-99.5% | $479-94.6% |