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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,179 |
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 | $62,183 | $57,096+8.9% | $94,229-34.0% | $55,191+12.7% |
| Participation rate | 89.0% | 75.7%+13.3pp | 78.8%+10.2pp | 69.2%+19.9pp |
| Annual return | 3.29% | 159.65%-156.4pp | 10.68%-7.4pp | 10.78%-7.5pp |
| Employer contribution / active EE | $1,785 | $1,708+4.5% | $3,587-50.2% | $1,899-6.0% |
| Participant deferral / active EE | $4,943 | $3,165+56.2% | $4,320+14.4% | $3,046+62.3% |
| Admin fee / account holder | $7 | $89-92.4% | $6,269-99.9% | $91-92.5% |