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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $12,085 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,351 | $58,758-82.4% | $69,779-85.2% | $63,975-83.8% |
| Participation rate | 91.9% | 77.5%+14.5pp | 71.8%+20.1pp | 71.1%+20.8pp |
| Annual return | 7.05% | 18.05%-11.0pp | 12.99%-5.9pp | 48.65%-41.6pp |
| Employer contribution / active EE | $633 | $1,973-67.9% | $2,338-72.9% | $2,182-71.0% |
| Participant deferral / active EE | $1,114 | $2,912-61.8% | $2,931-62.0% | $3,356-66.8% |
| Admin fee / account holder | $14 | $71-80.2% | $4,381-99.7% | $70-80.0% |