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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,445 |
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 | $232,628 | $52,961+339.2% | $172,755+34.7% | $65,185+256.9% |
| Participation rate | 99.1% | 66.2%+32.9pp | 82.6%+16.5pp | 70.2%+28.9pp |
| Annual return | 105.46% | 30.12%+75.3pp | 802.94%-697.5pp | 29.38%+76.1pp |
| Employer contribution / active EE | $22,843 | $2,190+943.0% | $5,144+344.1% | $2,177+949.4% |
| Participant deferral / active EE | $16,624 | $2,471+572.7% | $5,198+219.8% | $3,514+373.1% |
| Admin fee / account holder | $21 | $472-95.6% | $13,955-99.9% | $847-97.5% |