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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,288 |
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 | $38,777 | $59,186-34.5% | $76,768-49.5% | $56,287-31.1% |
| Participation rate | 88.2% | 75.2%+12.9pp | 77.0%+11.2pp | 69.9%+18.3pp |
| Annual return | -6.51% | 6.62%-13.1pp | 2.43%-8.9pp | -9.96%+3.4pp |
| Employer contribution / active EE | $1,133 | $1,759-35.6% | $2,485-54.4% | $2,111-46.3% |
| Participant deferral / active EE | $4,148 | $3,255+27.4% | $3,852+7.7% | $3,350+23.8% |
| Admin fee / account holder | $38 | $489-92.2% | $6,675-99.4% | $521-92.7% |