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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $45,294 |
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 | $61,065 | $81,321-24.9% | $68,509-10.9% | $59,188+3.2% |
| Participation rate | 95.5% | 83.8%+11.6pp | 74.7%+20.7pp | 69.4%+26.0pp |
| Annual return | 0.92% | 4.65%-3.7pp | 8.27%-7.4pp | 5.51%-4.6pp |
| Employer contribution / active EE | $2,135 | $3,297-35.2% | $2,278-6.3% | $2,098+1.8% |
| Participant deferral / active EE | $3,966 | $4,592-13.6% | $3,382+17.3% | $3,265+21.5% |
| Admin fee / account holder | $29 | $62-53.8% | $5,275-99.5% | $92-69.1% |