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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,856 |
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 | $35,782 | $101,523-64.8% | $141,200-74.7% | $77,775-54.0% |
| Participation rate | 91.5% | 77.4%+14.1pp | 82.5%+9.0pp | 73.2%+18.2pp |
| Annual return | 76.72% | 56.22%+20.5pp | 71.41%+5.3pp | 32.58%+44.1pp |
| Employer contribution / active EE | $1,716 | $3,341-48.6% | $4,736-63.8% | $2,504-31.5% |
| Participant deferral / active EE | $11,218 | $6,434+74.4% | $6,710+67.2% | $3,966+182.9% |
| Admin fee / account holder | $1 | $92-98.4% | $10,265-100.0% | $100-98.6% |