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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $29,409 |
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 | $59,359 | $105,173-43.6% | $87,102-31.9% | $77,775-23.7% |
| Participation rate | 82.7% | 85.8%-3.1pp | 76.9%+5.8pp | 73.2%+9.5pp |
| Annual return | 42.15% | 24.52%+17.6pp | 28.19%+14.0pp | 32.58%+9.6pp |
| Employer contribution / active EE | $3,165 | $2,890+9.5% | $2,521+25.5% | $2,504+26.4% |
| Participant deferral / active EE | $12,441 | $5,048+146.4% | $4,048+207.3% | $3,966+213.7% |
| Admin fee / account holder | $12 | $105-88.7% | $7,493-99.8% | $100-88.2% |