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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $45,674 |
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 | $37,837 | $72,770-48.0% | $67,653-44.1% | $55,191-31.4% |
| Participation rate | 92.1% | 78.8%+13.4pp | 75.7%+16.5pp | 69.2%+23.0pp |
| Annual return | 1.14% | -3.26%+4.4pp | 6625.22%-6624.1pp | 10.78%-9.6pp |
| Employer contribution / active EE | $1,872 | $1,769+5.8% | $2,266-17.4% | $1,899-1.4% |
| Participant deferral / active EE | $4,359 | $3,408+27.9% | $3,560+22.4% | $3,046+43.1% |
| Admin fee / account holder | $47 | $79-40.0% | $4,821-99.0% | $91-47.9% |