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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $738 |
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 | $25,183 | $88,324-71.5% | $115,037-78.1% | $55,191-54.4% |
| Participation rate | 82.3% | 72.5%+9.8pp | 81.4%+0.9pp | 69.2%+13.1pp |
| Annual return | 8.35% | 6.30%+2.1pp | 26.14%-17.8pp | 10.78%-2.4pp |
| Employer contribution / active EE | $2,558 | $2,805-8.8% | $4,608-44.5% | $1,899+34.7% |
| Participant deferral / active EE | $7,850 | $5,042+55.7% | $6,026+30.3% | $3,046+157.7% |
| Admin fee / account holder | $2 | $105-98.4% | $8,175-100.0% | $91-98.2% |