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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $54,119 |
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 | $225,796 | $95,776+135.8% | $162,185+39.2% | $77,775+190.3% |
| Participation rate | 98.0% | 88.6%+9.3pp | 87.6%+10.4pp | 73.2%+24.8pp |
| Annual return | 25.03% | 37.03%-12.0pp | 115.61%-90.6pp | 32.58%-7.5pp |
| Employer contribution / active EE | $4,885 | $3,874+26.1% | $5,613-13.0% | $2,504+95.1% |
| Participant deferral / active EE | $16,162 | $6,125+163.9% | $7,297+121.5% | $3,966+307.5% |
| Admin fee / account holder | $33 | $88-62.7% | $10,844-99.7% | $100-67.3% |