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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $9,478 |
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 | $28,762 | $88,324-67.4% | $115,038-75.0% | $55,191-47.9% |
| Participation rate | 86.2% | 72.5%+13.6pp | 81.4%+4.8pp | 69.2%+17.0pp |
| Annual return | -0.50% | 6.30%-6.8pp | 26.14%-26.6pp | 10.78%-11.3pp |
| Employer contribution / active EE | $1,727 | $2,805-38.4% | $4,608-62.5% | $1,899-9.0% |
| Participant deferral / active EE | $4,750 | $5,042-5.8% | $6,026-21.2% | $3,046+55.9% |
| Admin fee / account holder | $24 | $105-77.6% | $8,175-99.7% | $91-74.0% |