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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $46,081 |
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 | $19,021 | $50,498-62.3% | $75,784-74.9% | $55,191-65.5% |
| Participation rate | 77.3% | 69.4%+7.9pp | 75.8%+1.5pp | 69.2%+8.2pp |
| Annual return | -0.68% | 1.80%-2.5pp | 9.68%-10.4pp | 10.78%-11.5pp |
| Employer contribution / active EE | $1,734 | $2,291-24.3% | $3,323-47.8% | $1,899-8.7% |
| Participant deferral / active EE | $2,743 | $2,589+5.9% | $3,652-24.9% | $3,046-10.0% |
| Admin fee / account holder | $60 | $123-51.4% | $5,300-98.9% | $91-34.1% |