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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $66,045 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $90,344 | $69,159+30.6% | $125,192-27.8% | $67,579+33.7% |
| Participation rate | 93.9% | 78.2%+15.7pp | 79.8%+14.1pp | 71.3%+22.6pp |
| Annual return | 23.34% | 27.12%-3.8pp | 43.79%-20.4pp | 378.56%-355.2pp |
| Employer contribution / active EE | $4,763 | $2,023+135.4% | $3,866+23.2% | $2,148+121.8% |
| Participant deferral / active EE | $8,742 | $3,700+136.3% | $4,937+77.1% | $3,539+147.0% |
| Admin fee / account holder | $167 | $142+17.7% | $9,704-98.3% | $142+17.2% |