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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,225 |
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 | $37,272 | $155,795-76.1% | $136,298-72.7% | $69,631-46.5% |
| Participation rate | 93.8% | 75.2%+18.6pp | 81.9%+11.9pp | 70.7%+23.1pp |
| Annual return | 70.90% | 232464.33%-232393.4pp | 5156.27%-5085.4pp | 27571.02%-27500.1pp |
| Employer contribution / active EE | $4,402 | $2,991+47.2% | $4,696-6.2% | $2,032+116.6% |
| Participant deferral / active EE | $9,101 | $5,394+68.7% | $6,247+45.7% | $3,224+182.3% |
| Admin fee / account holder | $3 | $128-97.4% | $9,244-100.0% | $110-97.0% |