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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $75,998 |
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 | $73,103 | $78,419-6.8% | $133,971-45.4% | $73,412-0.4% |
| Participation rate | 86.6% | 78.6%+8.0pp | 79.8%+6.8pp | 72.2%+14.5pp |
| Annual return | 13.65% | 33.35%-19.7pp | 45.09%-31.4pp | 59.30%-45.6pp |
| Employer contribution / active EE | $984 | $2,044-51.9% | $3,919-74.9% | $2,234-56.0% |
| Participant deferral / active EE | $4,351 | $3,925+10.9% | $5,047-13.8% | $3,806+14.3% |
| Admin fee / account holder | $114 | $161-29.6% | $8,929-98.7% | $158-28.1% |