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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,863 |
PARK AVENUE SECURITIES LLC2+ years Filed as: PARK AVENUE SECURITIES Service code 61 7 HANOVER SQ 22 · NEW YORK, NY 10004 | Finders' fees / placement fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $39,451 | $56,640-30.3% | $80,977-51.3% | $57,658-31.6% |
| Participation rate | 88.8% | 75.9%+12.9pp | 75.8%+13.0pp | 70.2%+18.5pp |
| Annual return | 9.21% | 19.97%-10.8pp | 17.11%-7.9pp | 5.13%+4.1pp |
| Employer contribution / active EE | $1,748 | $2,085-16.2% | $3,715-52.9% | $1,974-11.4% |
| Participant deferral / active EE | $6,047 | $4,944+22.3% | $5,696+6.2% | $3,061+97.6% |
| Admin fee / account holder | $5 | $87-94.0% | $5,517-99.9% | $95-94.4% |