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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,250 |
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 | $72,947 | $63,905+14.1% | $74,184-1.7% | $57,658+26.5% |
| Participation rate | 78.9% | 79.8%-0.8pp | 76.6%+2.3pp | 70.2%+8.7pp |
| Annual return | 11.27% | 60.60%-49.3pp | 17.74%-6.5pp | 5.13%+6.1pp |
| Employer contribution / active EE | $997 | $1,840-45.8% | $2,370-57.9% | $1,974-49.5% |
| Participant deferral / active EE | $7,129 | $3,448+106.8% | $3,550+100.8% | $3,061+132.9% |
| Admin fee / account holder | $6 | $91-93.9% | $5,586-99.9% | $95-94.1% |