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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,264 |
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 | $74,270 | $69,305+7.2% | $82,312-9.8% | $69,631+6.7% |
| Participation rate | 86.8% | 80.3%+6.5pp | 76.9%+9.9pp | 70.7%+16.1pp |
| Annual return | 22.85% | 21.47%+1.4pp | 25.88%-3.0pp | 27571.02%-27548.2pp |
| Employer contribution / active EE | $1,001 | $1,887-46.9% | $2,428-58.8% | $2,032-50.7% |
| Participant deferral / active EE | $14,834 | $3,568+315.7% | $3,706+300.2% | $3,224+360.1% |
| Admin fee / account holder | $8 | $97-91.6% | $5,608-99.9% | $110-92.6% |