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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $20,809 |
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 | $146,475 | $55,453+164.1% | $170,435-14.1% | $62,293+135.1% |
| Participation rate | 97.9% | 66.4%+31.5pp | 83.6%+14.3pp | 69.5%+28.4pp |
| Annual return | 0.00% | 21.38%-21.4pp | 205.94%-205.9pp | 28.90%-28.9pp |
| Employer contribution / active EE | $12,771 | $2,164+490.3% | $5,432+135.1% | $2,042+525.4% |
| Participant deferral / active EE | $12,117 | $2,303+426.2% | $4,939+145.3% | $3,169+282.3% |
| Admin fee / account holder | $122 | $455-73.2% | $13,881-99.1% | $479-74.5% |