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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$266,057 |
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 | $79,338 | $86,372-8.1% | $123,894-36.0% | $65,292+21.5% |
| Participation rate | 78.7% | 76.9%+1.8pp | 81.4%-2.7pp | 72.4%+6.3pp |
| Annual return | 9.09% | 11.27%-2.2pp | 47.52%-38.4pp | 11.84%-2.8pp |
| Employer contribution / active EE | $1,565 | $2,838-44.9% | $4,617-66.1% | $2,302-32.0% |
| Participant deferral / active EE | $7,662 | $5,625+36.2% | $5,984+28.0% | $3,579+114.1% |
| Admin fee / account holder | -$45 | $53-185.6% | $8,357-100.5% | $57-178.9% |