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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,914 |
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 | $76,689 | $98,776-22.4% | $149,745-48.8% | $79,856-4.0% |
| Participation rate | 90.7% | 75.8%+14.9pp | 82.5%+8.2pp | 69.6%+21.0pp |
| Annual return | 14.30% | 27.38%-13.1pp | 276.72%-262.4pp | 31.71%-17.4pp |
| Employer contribution / active EE | $9,951 | $3,217+209.3% | $4,646+114.2% | $2,471+302.7% |
| Participant deferral / active EE | $22,553 | $5,681+297.0% | $6,843+229.6% | $3,741+502.9% |
| Admin fee / account holder | $16 | $6,053-99.7% | $9,312-99.8% | $5,306-99.7% |