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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $40,085 |
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 | $67,824 | $88,874-23.7% | $123,552-45.1% | $75,289-9.9% |
| Participation rate | 80.5% | 75.9%+4.6pp | 82.3%-1.8pp | 72.4%+8.1pp |
| Annual return | -0.29% | 4.22%-4.5pp | 119.20%-119.5pp | -0.04%-0.3pp |
| Employer contribution / active EE | $2,039 | $3,256-37.4% | $4,628-56.0% | $2,405-15.2% |
| Participant deferral / active EE | $9,876 | $6,174+60.0% | $6,426+53.7% | $3,739+164.2% |
| Admin fee / account holder | $18 | $95-80.5% | $9,285-99.8% | $102-82.0% |