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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,100 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,339 | $73,638-79.2% | $95,960-84.0% | $73,493-79.1% |
| Participation rate | 95.8% | 76.2%+19.6pp | 77.1%+18.7pp | 70.7%+25.1pp |
| Annual return | 30.41% | 16.78%+13.6pp | 91.63%-61.2pp | 28.51%+1.9pp |
| Employer contribution / active EE | $1,337 | $1,863-28.2% | $2,541-47.4% | $2,270-41.1% |
| Participant deferral / active EE | $1,029 | $3,617-71.6% | $4,167-75.3% | $3,740-72.5% |
| Admin fee / account holder | $9 | $482-98.1% | $6,797-99.9% | $513-98.3% |