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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $3,107 |
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 | $39,257 | $82,972-52.7% | $103,374-62.0% | $77,671-49.5% |
| Participation rate | 81.2% | 71.5%+9.7pp | 74.5%+6.7pp | 70.6%+10.7pp |
| Annual return | 14.84% | 19.14%-4.3pp | 24.89%-10.0pp | 31.21%-16.4pp |
| Employer contribution / active EE | $1,319 | $3,554-62.9% | $3,869-65.9% | $2,726-51.6% |
| Participant deferral / active EE | $2,721 | $4,108-33.8% | $5,058-46.2% | $4,648-41.5% |
| Admin fee / account holder | $10 | $639-98.5% | $8,394-99.9% | $430-97.8% |