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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,355 |
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 | $24,354 | $66,302-63.3% | $110,243-77.9% | $56,289-56.7% |
| Participation rate | 95.3% | 74.9%+20.4pp | 79.8%+15.5pp | 69.9%+25.5pp |
| Annual return | -2.79% | -1.18%-1.6pp | 314.76%-317.6pp | -9.96%+7.2pp |
| Employer contribution / active EE | $1,632 | $2,047-20.3% | $3,827-57.4% | $2,111-22.7% |
| Participant deferral / active EE | $5,107 | $3,381+51.0% | $4,672+9.3% | $3,350+52.5% |
| Admin fee / account holder | $101 | $698-85.6% | $8,548-98.8% | $521-80.6% |