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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $18,529 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,871 |
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 | $57,302 | $100,801-43.2% | $149,730-61.7% | $73,412-21.9% |
| Participation rate | 96.2% | 77.7%+18.5pp | 82.5%+13.7pp | 72.2%+24.0pp |
| Annual return | 34.75% | 265.34%-230.6pp | 276.70%-242.0pp | 59.30%-24.5pp |
| Employer contribution / active EE | $4,673 | $3,312+41.1% | $4,645+0.6% | $2,234+109.2% |
| Participant deferral / active EE | $12,234 | $6,404+91.0% | $6,843+78.8% | $3,806+221.5% |
| Admin fee / account holder | $71 | $181-60.5% | $9,310-99.2% | $158-54.8% |