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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,389 |
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 | $46,588 | $70,002-33.4% | $115,038-59.5% | $52,331-11.0% |
| Participation rate | 84.4% | 72.1%+12.3pp | 81.4%+3.1pp | 68.1%+16.3pp |
| Annual return | 13.96% | 4.04%+9.9pp | 26.14%-12.2pp | 4.54%+9.4pp |
| Employer contribution / active EE | $3,642 | $2,715+34.2% | $4,608-21.0% | $1,882+93.6% |
| Participant deferral / active EE | $6,965 | $4,920+41.6% | $6,026+15.6% | $3,022+130.5% |
| Admin fee / account holder | $8 | $566-98.5% | $8,175-99.9% | $592-98.6% |