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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $347 |
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 | $15,079 | $77,920-80.6% | $149,723-89.9% | $75,177-79.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.57% | 31.72%-15.2pp | 134.50%-117.9pp | 160.75%-144.2pp |
| Employer contribution / active EE | $1,585 | $3,138-49.5% | $4,821-67.1% | $2,671-40.7% |
| Participant deferral / active EE | $3,118 | $3,411-8.6% | $5,682-45.1% | $4,126-24.4% |
| Admin fee / account holder | $2 | $5,951-100.0% | $13,215-100.0% | $5,651-100.0% |