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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 | $51,642-1.3% | $129,384-60.6% | $80,935-37.0% |
| Participation rate | 93.7% | 56.9%+36.7pp | 69.6%+24.0pp | 67.7%+26.0pp |
| Annual return | 12.57% | 20.78%-8.2pp | 9461.77%-9449.2pp | 35.66%-23.1pp |
| Employer contribution / active EE | $1,233 | $1,583-22.1% | $4,153-70.3% | $2,757-55.3% |
| Participant deferral / active EE | $6,153 | $2,670+130.5% | $4,166+47.7% | $4,299+43.1% |
| Admin fee / account holder | $1 | $4,312-100.0% | $7,686-100.0% | $6,924-100.0% |