Filed September 9, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,438 |
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 | $95,004 | $74,024+28.3% | $78,002+21.8% | $57,658+64.8% |
| Participation rate | 94.7% | 79.7%+15.0pp | 75.5%+19.2pp | 70.2%+24.5pp |
| Annual return | 9.01% | 12.14%-3.1pp | 425.99%-417.0pp | 5.13%+3.9pp |
| Employer contribution / active EE | $3,548 | $2,365+50.0% | $2,470+43.6% | $1,974+79.8% |
| Participant deferral / active EE | $9,824 | $3,533+178.1% | $3,497+180.9% | $3,061+221.0% |
| Admin fee / account holder | $12 | $93-86.9% | $5,481-99.8% | $95-87.1% |