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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,294 |
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 | $79,271 | $107,045-25.9% | $108,745-27.1% | $63,975+23.9% |
| Participation rate | 96.1% | 81.9%+14.2pp | 77.7%+18.4pp | 71.1%+25.0pp |
| Annual return | 8.79% | 18.14%-9.3pp | 46.22%-37.4pp | 48.65%-39.9pp |
| Employer contribution / active EE | $3,428 | $2,651+29.3% | $3,323+3.2% | $2,182+57.1% |
| Participant deferral / active EE | $6,463 | $4,292+50.6% | $5,121+26.2% | $3,356+92.6% |
| Admin fee / account holder | $3 | $67-95.4% | $6,144-99.9% | $70-95.6% |