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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,594 |
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 | $58,287 | $50,643+15.1% | $106,619-45.3% | $55,167+5.7% |
| Participation rate | 73.6% | 65.6%+8.1pp | 78.0%-4.4pp | 69.0%+4.6pp |
| Annual return | 11.34% | 7.02%+4.3pp | 9.42%+1.9pp | 169.23%-157.9pp |
| Employer contribution / active EE | $1,050 | $1,626-35.4% | $3,947-73.4% | $1,963-46.5% |
| Participant deferral / active EE | $5,917 | $2,208+168.0% | $3,930+50.5% | $3,054+93.7% |
| Admin fee / account holder | $9 | $488-98.2% | $6,418-99.9% | $504-98.3% |