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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,441 |
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 | $37,854 | $56,640-33.2% | $80,977-53.3% | $57,658-34.3% |
| Participation rate | 92.2% | 75.9%+16.3pp | 75.8%+16.4pp | 70.2%+22.0pp |
| Annual return | 7.88% | 19.97%-12.1pp | 17.11%-9.2pp | 5.13%+2.7pp |
| Employer contribution / active EE | $1,619 | $2,085-22.3% | $3,715-56.4% | $1,974-18.0% |
| Participant deferral / active EE | $2,842 | $4,944-42.5% | $5,696-50.1% | $3,061-7.1% |
| Admin fee / account holder | $12 | $87-86.6% | $5,517-99.8% | $95-87.6% |