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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$24,278 |
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 | $153,735 | $91,559+67.9% | $133,959+14.8% | $79,858+92.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 15.33% | 61.85%-46.5pp | 45.09%-29.8pp | 31.72%-16.4pp |
| Employer contribution / active EE | $9,195 | $2,384+285.7% | $3,919+134.7% | $2,471+272.1% |
| Participant deferral / active EE | $12,992 | $3,734+248.0% | $5,047+157.4% | $3,740+247.4% |
| Admin fee / account holder | -$208 | $6,321-103.3% | $8,928-102.3% | $5,306-103.9% |