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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,187 |
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 | $78,879 | $80,005-1.4% | $140,019-43.7% | $55,725+41.6% |
| Participation rate | 93.3% | 87.0%+6.3pp | 87.5%+5.8pp | 70.9%+22.5pp |
| Annual return | -1.18% | 0.46%-1.6pp | 651.15%-652.3pp | 244.93%-246.1pp |
| Employer contribution / active EE | $1,545 | $3,403-54.6% | $5,605-72.4% | $2,078-25.7% |
| Participant deferral / active EE | $11,761 | $5,264+123.4% | $6,927+69.8% | $3,356+250.5% |
| Admin fee / account holder | $42 | $116-63.4% | $10,705-99.6% | $115-63.3% |