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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,950 |
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 | $46,895 | $86,341-45.7% | $125,192-62.5% | $65,185-28.1% |
| Participation rate | 93.6% | 75.3%+18.3pp | 79.8%+13.9pp | 70.2%+23.4pp |
| Annual return | 22.99% | 27.44%-4.5pp | 43.79%-20.8pp | 29.38%-6.4pp |
| Employer contribution / active EE | $2,194 | $2,040+7.6% | $3,866-43.2% | $2,177+0.8% |
| Participant deferral / active EE | $5,078 | $3,538+43.5% | $4,937+2.8% | $3,514+44.5% |
| Admin fee / account holder | $17 | $609-97.2% | $9,704-99.8% | $847-98.0% |