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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,131 |
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 | $27,356 | $60,165-54.5% | $74,184-63.1% | $55,167-50.4% |
| Participation rate | 88.3% | 74.2%+14.1pp | 76.6%+11.7pp | 69.0%+19.3pp |
| Annual return | 7.38% | 10.00%-2.6pp | 17.74%-10.4pp | 169.23%-161.9pp |
| Employer contribution / active EE | $600 | $1,600-62.5% | $2,370-74.7% | $1,963-69.5% |
| Participant deferral / active EE | $3,380 | $2,973+13.7% | $3,550-4.8% | $3,054+10.7% |
| Admin fee / account holder | $15 | $419-96.5% | $5,586-99.7% | $504-97.1% |