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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $9,250 |
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 | $27,631 | $155,795-82.3% | $136,297-79.7% | $69,631-60.3% |
| Participation rate | 74.1% | 75.2%-1.2pp | 81.9%-7.8pp | 70.7%+3.4pp |
| Annual return | 56.17% | 232464.33%-232408.2pp | 5156.19%-5100.0pp | 27571.02%-27514.9pp |
| Employer contribution / active EE | $2,415 | $2,991-19.3% | $4,696-48.6% | $2,032+18.8% |
| Participant deferral / active EE | $3,632 | $5,394-32.7% | $6,247-41.9% | $3,224+12.7% |
| Admin fee / account holder | $38 | $128-70.6% | $9,244-99.6% | $110-65.9% |