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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 38-1961943 | Advisory (Plan) | $79,817 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,604 |
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 | $54,452 | $56,095-2.9% | $178,510-69.5% | $90,274-39.7% |
| Participation rate | 77.8% | 65.6%+12.2pp | 81.9%-4.2pp | 73.4%+4.4pp |
| Annual return | 26.29% | 28.81%-2.5pp | 151.13%-124.8pp | 53.97%-27.7pp |
| Employer contribution / active EE | $2,979 | $1,572+89.5% | $5,011-40.5% | $2,523+18.1% |
| Participant deferral / active EE | $6,264 | $2,669+134.7% | $5,202+20.4% | $4,231+48.1% |
| Admin fee / account holder | $65 | $101-35.4% | $13,988-99.5% | $114-43.0% |