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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $2,932 |
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 | $19,695 | $60,454-67.4% | $81,844-75.9% | $74,459-73.5% |
| Participation rate | 83.8% | 63.0%+20.8pp | 72.4%+11.4pp | 67.2%+16.5pp |
| Annual return | 14.75% | 16.87%-2.1pp | 778.87%-764.1pp | 1369.70%-1354.9pp |
| Employer contribution / active EE | $1,484 | $2,630-43.5% | $2,916-49.1% | $2,626-43.5% |
| Participant deferral / active EE | $2,114 | $3,398-37.8% | $4,323-51.1% | $4,350-51.4% |
| Admin fee / account holder | $7 | $1,490-99.5% | $7,355-99.9% | $1,945-99.6% |