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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,456 |
Form 5500 reported that benefits due were not provided when due.
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 | $45,212 | $36,916+22.5% | $156,551-71.1% | $57,658-21.6% |
| Participation rate | 91.4% | 63.4%+28.0pp | 84.0%+7.4pp | 70.2%+21.2pp |
| Annual return | 8.79% | 12.38%-3.6pp | 32.23%-23.4pp | 5.13%+3.7pp |
| Employer contribution / active EE | $4,111 | $1,571+161.8% | $5,501-25.3% | $1,974+108.3% |
| Participant deferral / active EE | $2,915 | $1,926+51.4% | $4,871-40.1% | $3,061-4.7% |
| Admin fee / account holder | $9 | $82-88.8% | $13,028-99.9% | $95-90.2% |