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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,213 |
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 | $99,453 | $117,734-15.5% | $115,752-14.1% | $77,958+27.6% |
| Participation rate | 92.5% | 82.0%+10.4pp | 77.8%+14.7pp | 71.6%+20.8pp |
| Annual return | 16.98% | 17.65%-0.7pp | 19.41%-2.4pp | 20.87%-3.9pp |
| Employer contribution / active EE | $3,291 | $2,736+20.3% | $3,492-5.8% | $2,310+42.4% |
| Participant deferral / active EE | $6,194 | $4,435+39.7% | $5,204+19.0% | $3,537+75.1% |
| Admin fee / account holder | $7 | $75-90.6% | $6,278-99.9% | $97-92.7% |