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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $475 |
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 | $53,423 | $99,957-46.6% | $149,730-64.3% | $73,493-27.3% |
| Participation rate | 89.9% | 75.7%+14.2pp | 82.5%+7.4pp | 70.7%+19.2pp |
| Annual return | 24.75% | 53.87%-29.1pp | 276.70%-252.0pp | 28.51%-3.8pp |
| Employer contribution / active EE | $4,118 | $3,191+29.0% | $4,645-11.3% | $2,270+81.4% |
| Participant deferral / active EE | $9,328 | $6,073+53.6% | $6,843+36.3% | $3,740+149.4% |
| Admin fee / account holder | $9 | $551-98.3% | $9,310-99.9% | $513-98.2% |