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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $775 |
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 | $92,961 | $74,089+25.5% | $133,975-30.6% | $55,167+68.5% |
| Participation rate | 89.4% | 84.3%+5.1pp | 87.1%+2.3pp | 69.0%+20.4pp |
| Annual return | 19.05% | 12.11%+6.9pp | 29.29%-10.2pp | 169.23%-150.2pp |
| Employer contribution / active EE | $8,667 | $3,064+182.9% | $5,211+66.3% | $1,963+341.6% |
| Participant deferral / active EE | $11,610 | $4,678+148.2% | $6,282+84.8% | $3,054+280.1% |
| Admin fee / account holder | $4 | $458-99.1% | $9,324-100.0% | $504-99.2% |