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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Filed as: THE VANGUARD GROUP INC. Service code 37 · EIN 23-1945930 | Loan Processing | $21,835 |
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 | $59,500 | $50,151+18.6% | $149,696-60.3% | $80,157-25.8% |
| Participation rate | 98.5% | 64.3%+34.2pp | 78.8%+19.8pp | 72.9%+25.6pp |
| Annual return | 34.16% | 29.80%+4.4pp | 134.46%-100.3pp | 40.39%-6.2pp |
| Employer contribution / active EE | $7,318 | $1,867+292.0% | $4,821+51.8% | $2,977+145.8% |
| Participant deferral / active EE | $13,187 | $3,194+312.8% | $5,682+132.1% | $5,015+162.9% |
| Admin fee / account holder | $7 | $153-95.6% | $13,212-99.9% | $145-95.3% |