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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $9,743 |
PARK AVENUE SECURITIES LLC1+ years Filed as: PARK AVENUE SECURITIES Service code 27 · EIN 13-4023176 | Advisory (Plan) | $5,934 |
Participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,702 | $73,638-59.7% | $108,405-72.6% | $79,391-62.6% |
| Participation rate | 96.2% | 77.4%+18.8pp | 80.1%+16.1pp | 70.7%+25.5pp |
| Annual return | 0.00% | 33.27%-33.3pp | 905.55%-905.5pp | 116.88%-116.9pp |
| Employer contribution / active EE | $1,058 | $2,397-55.9% | $3,559-70.3% | $2,428-56.4% |
| Participant deferral / active EE | $2,362 | $6,218-62.0% | $6,563-64.0% | $4,046-41.6% |
| Admin fee / account holder | $59 | $638-90.7% | $7,297-99.2% | $627-90.5% |