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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,100 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,405 | $56,640-65.7% | $80,977-76.0% | $57,658-66.3% |
| Participation rate | 90.1% | 75.9%+14.2pp | 75.8%+14.3pp | 70.2%+19.9pp |
| Annual return | 12.43% | 19.97%-7.5pp | 17.11%-4.7pp | 5.13%+7.3pp |
| Employer contribution / active EE | $1,750 | $2,085-16.1% | $3,715-52.9% | $1,974-11.3% |
| Participant deferral / active EE | $5,440 | $4,944+10.0% | $5,696-4.5% | $3,061+77.7% |
| Admin fee / account holder | $3 | $87-96.2% | $5,517-99.9% | $95-96.5% |