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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,944 |
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 | $28,959 | $50,385-42.5% | $75,501-61.6% | $62,293-53.5% |
| Participation rate | 92.4% | 67.7%+24.7pp | 72.4%+20.0pp | 69.5%+22.9pp |
| Annual return | 17.07% | 19.90%-2.8pp | 27.35%-10.3pp | 28.90%-11.8pp |
| Employer contribution / active EE | $934 | $1,537-39.3% | $2,352-60.3% | $2,042-54.3% |
| Participant deferral / active EE | $3,234 | $2,445+32.2% | $3,142+2.9% | $3,169+2.0% |
| Admin fee / account holder | $48 | $384-87.6% | $5,801-99.2% | $479-90.1% |