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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $2,733 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,352 | $41,113-70.0% | $80,589-84.7% | $71,476-82.7% |
| Participation rate | 87.2% | 50.2%+37.0pp | 67.0%+20.2pp | 67.9%+19.3pp |
| Annual return | 16.89% | 38.48%-21.6pp | 935.83%-918.9pp | 28.85%-12.0pp |
| Employer contribution / active EE | $1,026 | $1,508-31.9% | $2,724-62.3% | $2,589-60.4% |
| Participant deferral / active EE | $1,612 | $2,701-40.3% | $4,449-63.8% | $4,290-62.4% |
| Admin fee / account holder | $9 | $1,843-99.5% | $5,379-99.8% | $1,587-99.4% |