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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$14,900 |
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 | $154,753 | $64,909+138.4% | $82,313+88.0% | $62,293+148.4% |
| Participation rate | 71.1% | 74.9%-3.7pp | 76.9%-5.8pp | 69.5%+1.6pp |
| Annual return | 20.19% | 21.18%-1.0pp | 25.88%-5.7pp | 28.90%-8.7pp |
| Employer contribution / active EE | $1,025 | $1,676-38.8% | $2,428-57.8% | $2,042-49.8% |
| Participant deferral / active EE | $9,403 | $3,103+203.0% | $3,706+153.7% | $3,169+196.7% |
| Admin fee / account holder | -$43 | $440-109.9% | $5,608-100.8% | $479-109.0% |