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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $19,738 |
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 | $50,276 | $75,388-33.3% | $123,553-59.3% | $55,725-9.8% |
| Participation rate | 94.2% | 75.7%+18.6pp | 82.3%+11.9pp | 70.9%+23.4pp |
| Annual return | -3.33% | 4.48%-7.8pp | 119.21%-122.5pp | 244.93%-248.3pp |
| Employer contribution / active EE | $2,552 | $3,063-16.7% | $4,628-44.9% | $2,078+22.8% |
| Participant deferral / active EE | $8,748 | $5,651+54.8% | $6,426+36.1% | $3,356+160.7% |
| Admin fee / account holder | $36 | $120-70.1% | $9,284-99.6% | $115-69.0% |