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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $78,706 |
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 | $71,431 | $69,159+3.3% | $125,180-42.9% | $67,579+5.7% |
| Participation rate | 86.7% | 78.2%+8.5pp | 79.8%+6.9pp | 71.3%+15.4pp |
| Annual return | 26.83% | 27.12%-0.3pp | 43.79%-17.0pp | 378.56%-351.7pp |
| Employer contribution / active EE | $2,363 | $2,023+16.8% | $3,866-38.9% | $2,148+10.0% |
| Participant deferral / active EE | $4,596 | $3,700+24.2% | $4,937-6.9% | $3,539+29.9% |
| Admin fee / account holder | $111 | $142-21.5% | $9,703-98.9% | $142-21.8% |