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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $12,513 |
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 | $37,885 | $155,795-75.7% | $136,298-72.2% | $69,631-45.6% |
| Participation rate | 93.5% | 75.2%+18.2pp | 81.9%+11.6pp | 70.7%+22.8pp |
| Annual return | 30.42% | 232464.33%-232433.9pp | 5156.27%-5125.9pp | 27571.02%-27540.6pp |
| Employer contribution / active EE | $2,331 | $2,991-22.1% | $4,696-50.4% | $2,032+14.7% |
| Participant deferral / active EE | $7,301 | $5,394+35.4% | $6,247+16.9% | $3,224+126.5% |
| Admin fee / account holder | $26 | $128-79.7% | $9,244-99.7% | $110-76.5% |