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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 37 · EIN 13-1624203 | Loan Processing | $201 |
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 | $50,963 | $51,606-1.2% | $129,339-60.6% | $80,911-37.0% |
| Participation rate | 93.7% | 57.0%+36.7pp | 69.6%+24.0pp | 67.6%+26.0pp |
| Annual return | 12.57% | 20.76%-8.2pp | 9437.05%-9424.5pp | 35.63%-23.1pp |
| Employer contribution / active EE | $1,233 | $1,582-22.0% | $4,154-70.3% | $2,756-55.2% |
| Participant deferral / active EE | $6,153 | $2,669+130.6% | $4,170+47.6% | $4,297+43.2% |
| Admin fee / account holder | $1 | $4,310-100.0% | $7,668-100.0% | $6,935-100.0% |