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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,830 |
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 | $37,084 | $80,177-53.7% | $123,894-70.1% | $57,658-35.7% |
| Participation rate | 87.3% | 74.4%+12.9pp | 81.4%+5.9pp | 70.2%+17.1pp |
| Annual return | 7.70% | 17.90%-10.2pp | 47.52%-39.8pp | 5.13%+2.6pp |
| Employer contribution / active EE | $1,518 | $2,913-47.9% | $4,617-67.1% | $1,974-23.1% |
| Participant deferral / active EE | $5,861 | $5,130+14.2% | $5,984-2.1% | $3,061+91.5% |
| Admin fee / account holder | $41 | $106-61.3% | $8,357-99.5% | $95-56.5% |