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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,925 |
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 | $108,579 | $89,739+21.0% | $149,721-27.5% | $62,293+74.3% |
| Participation rate | 89.7% | 85.1%+4.6pp | 87.1%+2.7pp | 69.5%+20.2pp |
| Annual return | 24.13% | 21.01%+3.1pp | 1501.67%-1477.5pp | 28.90%-4.8pp |
| Employer contribution / active EE | $7,466 | $3,233+130.9% | $5,444+37.1% | $2,042+265.6% |
| Participant deferral / active EE | $10,952 | $4,797+128.3% | $6,568+66.7% | $3,169+245.6% |
| Admin fee / account holder | $13 | $551-97.6% | $11,282-99.9% | $479-97.3% |