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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,100 |
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 | $40,595 | $88,122-53.9% | $141,191-71.2% | $67,579-39.9% |
| Participation rate | 97.2% | 76.5%+20.8pp | 82.5%+14.8pp | 71.3%+26.0pp |
| Annual return | 32.68% | 75.40%-42.7pp | 71.41%-38.7pp | 378.56%-345.9pp |
| Employer contribution / active EE | $3,324 | $3,224+3.1% | $4,736-29.8% | $2,148+54.7% |
| Participant deferral / active EE | $8,130 | $5,958+36.5% | $6,710+21.2% | $3,539+129.7% |
| Admin fee / account holder | $9 | $131-93.2% | $10,264-99.9% | $142-93.7% |