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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,987 |
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 | $140,277 | $98,766+42.0% | $149,730-6.3% | $79,852+75.7% |
| Participation rate | 85.2% | 75.8%+9.4pp | 82.5%+2.7pp | 69.6%+15.6pp |
| Annual return | 14.77% | 27.43%-12.7pp | 276.70%-261.9pp | 31.72%-16.9pp |
| Employer contribution / active EE | $3,664 | $3,217+13.9% | $4,645-21.1% | $2,471+48.3% |
| Participant deferral / active EE | $10,983 | $5,681+93.3% | $6,843+60.5% | $3,740+193.6% |
| Admin fee / account holder | $15 | $6,052-99.8% | $9,310-99.8% | $5,306-99.7% |