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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $142,956 |
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 | $52,922 | $65,118-18.7% | $76,766-31.1% | $55,725-5.0% |
| Participation rate | 96.3% | 79.6%+16.7pp | 77.0%+19.3pp | 70.9%+25.5pp |
| Annual return | -4.72% | -1.27%-3.4pp | 2.43%-7.1pp | 244.93%-249.6pp |
| Employer contribution / active EE | $2,403 | $1,941+23.8% | $2,485-3.3% | $2,078+15.6% |
| Participant deferral / active EE | $7,531 | $3,688+104.2% | $3,851+95.5% | $3,356+124.4% |
| Admin fee / account holder | $132 | $116+14.2% | $6,675-98.0% | $115+14.9% |