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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $1,235 |
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 | $27,841 | $95,383-70.8% | $185,837-85.0% | $85,856-67.6% |
| Participation rate | 94.5% | 68.8%+25.7pp | 81.7%+12.8pp | 69.3%+25.2pp |
| Annual return | 18.72% | 23.59%-4.9pp | 122.08%-103.4pp | 318.58%-299.9pp |
| Employer contribution / active EE | $1,513 | $3,313-54.3% | $5,168-70.7% | $2,565-41.0% |
| Participant deferral / active EE | $3,130 | $3,423-8.6% | $5,568-43.8% | $3,952-20.8% |
| Admin fee / account holder | $8 | $7,213-99.9% | $16,241-100.0% | $6,261-99.9% |