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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $73,086 |
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 | $32,969 | $65,118-49.4% | $76,766-57.1% | $55,725-40.8% |
| Participation rate | 90.7% | 79.6%+11.1pp | 77.0%+13.8pp | 70.9%+19.9pp |
| Annual return | 9.67% | -1.27%+10.9pp | 2.43%+7.2pp | 244.93%-235.3pp |
| Employer contribution / active EE | $936 | $1,941-51.8% | $2,485-62.3% | $2,078-55.0% |
| Participant deferral / active EE | $3,939 | $3,688+6.8% | $3,851+2.3% | $3,356+17.4% |
| Admin fee / account holder | $119 | $116+2.9% | $6,675-98.2% | $115+3.5% |