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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $10,635 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,931 | $61,473-54.6% | $81,926-65.9% | $73,412-62.0% |
| Participation rate | 88.0% | 72.4%+15.6pp | 72.0%+16.0pp | 72.2%+15.8pp |
| Annual return | 45.93% | 28.26%+17.7pp | 29.49%+16.4pp | 59.30%-13.4pp |
| Employer contribution / active EE | $0 | $1,898-100.0% | $4,310-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $7,825 | $3,080+154.0% | $7,108+10.1% | $3,806+105.6% |
| Admin fee / account holder | $15 | $125-88.1% | $5,159-99.7% | $158-90.5% |