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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$26,039 |
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 | $66,268 | $88,324-25.0% | $115,038-42.4% | $55,191+20.1% |
| Participation rate | 84.7% | 72.5%+12.2pp | 81.4%+3.4pp | 69.2%+15.6pp |
| Annual return | 2.81% | 6.30%-3.5pp | 26.14%-23.3pp | 10.78%-8.0pp |
| Employer contribution / active EE | $2,895 | $2,805+3.2% | $4,608-37.2% | $1,899+52.5% |
| Participant deferral / active EE | $8,724 | $5,042+73.0% | $6,026+44.8% | $3,046+186.4% |
| Admin fee / account holder | -$28 | $105-126.8% | $8,175-100.3% | $91-131.1% |