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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,501 |
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 | $36,148 | $66,302-45.5% | $110,243-67.2% | $56,289-35.8% |
| Participation rate | 93.8% | 74.9%+18.9pp | 79.8%+14.0pp | 69.9%+24.0pp |
| Annual return | -3.66% | -1.18%-2.5pp | 314.76%-318.4pp | -9.96%+6.3pp |
| Employer contribution / active EE | $2,100 | $2,047+2.6% | $3,827-45.1% | $2,111-0.5% |
| Participant deferral / active EE | $4,800 | $3,381+42.0% | $4,672+2.7% | $3,350+43.3% |
| Admin fee / account holder | $27 | $698-96.1% | $8,548-99.7% | $521-94.8% |