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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $2,210 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,820 | $65,125-77.2% | $143,797-89.7% | $66,949-77.9% |
| Participation rate | 82.4% | 65.2%+17.2pp | 80.3%+2.1pp | 69.8%+12.6pp |
| Annual return | -13.80% | -11.13%-2.7pp | -0.04%-13.8pp | 1.57%-15.4pp |
| Employer contribution / active EE | $440 | $2,362-81.4% | $4,952-91.1% | $2,545-82.7% |
| Participant deferral / active EE | $2,076 | $2,920-28.9% | $5,638-63.2% | $4,239-51.0% |
| Admin fee / account holder | $4 | $503-99.2% | $14,679-100.0% | $594-99.3% |