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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $15,274 |
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 | $26,688 | $73,102-63.5% | $123,552-78.4% | $56,287-52.6% |
| Participation rate | 86.0% | 74.3%+11.7pp | 82.3%+3.7pp | 69.9%+16.1pp |
| Annual return | -5.04% | 3.01%-8.0pp | 119.20%-124.2pp | -9.96%+4.9pp |
| Employer contribution / active EE | $1,694 | $2,977-43.1% | $4,628-63.4% | $2,111-19.8% |
| Participant deferral / active EE | $3,252 | $5,423-40.0% | $6,426-49.4% | $3,350-2.9% |
| Admin fee / account holder | $178 | $554-67.8% | $9,285-98.1% | $521-65.8% |