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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $13,904 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $27,543 | $74,347-63.0% | $93,621-70.6% | $67,582-59.2% |
| Participation rate | 80.6% | 80.6%0pp | 75.8%+4.8pp | 71.3%+9.4pp |
| Annual return | 27.78% | 28.07%-0.3pp | 32.76%-5.0pp | 378.57%-350.8pp |
| Employer contribution / active EE | $1,642 | $2,583-36.4% | $2,719-39.6% | $2,148-23.5% |
| Participant deferral / active EE | $2,626 | $4,060-35.3% | $4,070-35.5% | $3,539-25.8% |
| Admin fee / account holder | $137 | $123+11.3% | $7,890-98.3% | $142-4.1% |