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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $245,945 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $29,578 | $102,389-71.1% | $100,540-70.6% | $90,274-67.2% |
| Participation rate | 95.4% | 84.0%+11.4pp | 79.4%+16.0pp | 73.4%+22.1pp |
| Annual return | 23.72% | 22.50%+1.2pp | 30.90%-7.2pp | 53.97%-30.3pp |
| Employer contribution / active EE | $2,336 | $3,056-23.6% | $3,419-31.7% | $2,523-7.4% |
| Participant deferral / active EE | $7,270 | $7,514-3.3% | $6,272+15.9% | $4,231+71.8% |
| Admin fee / account holder | $38 | $83-54.2% | $8,082-99.5% | $114-66.6% |