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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,365 |
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 | $27,807 | $54,320-48.8% | $67,653-58.9% | $52,331-46.9% |
| Participation rate | 72.4% | 73.6%-1.2pp | 75.7%-3.3pp | 68.1%+4.2pp |
| Annual return | 0.00% | 6.81%-6.8pp | 6625.22%-6625.2pp | 4.54%-4.5pp |
| Employer contribution / active EE | $439 | $1,544-71.6% | $2,266-80.6% | $1,882-76.7% |
| Participant deferral / active EE | $2,745 | $2,950-6.9% | $3,560-22.9% | $3,022-9.2% |
| Admin fee / account holder | $41 | $527-92.2% | $4,821-99.1% | $592-93.0% |