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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $72,527 |
Service code 61 · EIN 35-2552359 | Finders' fees / placement fees | $0 |
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 | $67,628 | $100,801-32.9% | $149,745-54.8% | $73,412-7.9% |
| Participation rate | 78.7% | 77.7%+1.0pp | 82.5%-3.8pp | 72.2%+6.5pp |
| Annual return | 279.97% | 265.34%+14.6pp | 276.72%+3.2pp | 59.30%+220.7pp |
| Employer contribution / active EE | $2,799 | $3,312-15.5% | $4,646-39.7% | $2,234+25.3% |
| Participant deferral / active EE | $7,321 | $6,404+14.3% | $6,843+7.0% | $3,806+92.4% |
| Admin fee / account holder | $114 | $181-36.7% | $9,312-98.8% | $158-27.5% |