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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $27,926 |
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 | $60,552 | $95,048-36.3% | $141,200-57.1% | $82,204-26.3% |
| Participation rate | 93.6% | 73.7%+19.9pp | 82.5%+11.1pp | 73.4%+20.2pp |
| Annual return | 40.50% | 26.89%+13.6pp | 71.41%-30.9pp | 26.31%+14.2pp |
| Employer contribution / active EE | $1,846 | $2,921-36.8% | $4,736-61.0% | $2,707-31.8% |
| Participant deferral / active EE | $12,528 | $5,907+112.1% | $6,710+86.7% | $4,246+195.1% |
| Admin fee / account holder | $4 | $78-94.6% | $10,265-100.0% | $76-94.5% |