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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $10,030 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,968 | $61,214-51.0% | $83,327-64.0% | $56,289-46.8% |
| Participation rate | 72.7% | 72.6%+0.1pp | 77.8%-5.1pp | 69.9%+2.8pp |
| Annual return | 0.00% | 0.42%-0.4pp | 10.64%-10.6pp | -9.96%+10.0pp |
| Employer contribution / active EE | $0 | $1,925-100.0% | $3,379-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $8,458 | $5,091+66.1% | $5,565+52.0% | $3,350+152.5% |
| Admin fee / account holder | $91 | $512-82.2% | $7,540-98.8% | $521-82.5% |