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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,381 |
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 | $59,901 | $71,957-16.8% | $67,652-11.5% | $59,188+1.2% |
| Participation rate | 97.5% | 82.7%+14.8pp | 75.7%+21.8pp | 69.4%+28.0pp |
| Annual return | 1.01% | 8.53%-7.5pp | 6625.40%-6624.4pp | 5.51%-4.5pp |
| Employer contribution / active EE | $3,580 | $2,432+47.2% | $2,266+58.0% | $2,098+70.6% |
| Participant deferral / active EE | $7,398 | $4,211+75.7% | $3,560+107.8% | $3,265+126.6% |
| Admin fee / account holder | $10 | $64-85.0% | $4,821-99.8% | $92-89.5% |