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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $18,360 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $33,993 | $80,211-57.6% | $74,184-54.2% | $63,975-46.9% |
| Participation rate | 75.6% | 84.2%-8.6pp | 76.6%-1.0pp | 71.1%+4.5pp |
| Annual return | 39.47% | 14.13%+25.3pp | 17.74%+21.7pp | 48.65%-9.2pp |
| Employer contribution / active EE | $1,148 | $2,553-55.0% | $2,370-51.5% | $2,182-47.4% |
| Participant deferral / active EE | $2,284 | $4,370-47.7% | $3,550-35.7% | $3,356-31.9% |
| Admin fee / account holder | $11 | $67-84.1% | $5,586-99.8% | $70-84.9% |