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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,938 |
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 | $54,028 | $100,801-46.4% | $149,730-63.9% | $73,412-26.4% |
| Participation rate | 95.5% | 77.7%+17.8pp | 82.5%+13.1pp | 72.2%+23.4pp |
| Annual return | 24.52% | 265.34%-240.8pp | 276.70%-252.2pp | 59.30%-34.8pp |
| Employer contribution / active EE | $3,664 | $3,312+10.7% | $4,645-21.1% | $2,234+64.1% |
| Participant deferral / active EE | $8,828 | $6,404+37.8% | $6,843+29.0% | $3,806+132.0% |
| Admin fee / account holder | $8 | $181-95.8% | $9,310-99.9% | $158-95.2% |