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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $40,763 |
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 | $75,968 | $90,410-16.0% | $91,004-16.5% | $77,958-2.6% |
| Participation rate | 96.5% | 86.4%+10.1pp | 75.6%+20.9pp | 71.6%+24.8pp |
| Annual return | 15.75% | 21.34%-5.6pp | 4.60%+11.2pp | 20.87%-5.1pp |
| Employer contribution / active EE | $2,360 | $3,392-30.4% | $2,456-3.9% | $2,310+2.1% |
| Participant deferral / active EE | $4,685 | $4,816-2.7% | $3,548+32.1% | $3,537+32.5% |
| Admin fee / account holder | $25 | $79-68.7% | $5,417-99.5% | $97-74.6% |