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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,873 |
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 | $19,950 | $45,283-55.9% | $155,789-87.2% | $52,331-61.9% |
| Participation rate | 72.2% | 62.2%+10.0pp | 76.1%-3.9pp | 68.1%+4.1pp |
| Annual return | 13.68% | 1.80%+11.9pp | 71.54%-57.9pp | 4.54%+9.1pp |
| Employer contribution / active EE | $1,152 | $1,329-13.3% | $3,839-70.0% | $1,882-38.8% |
| Participant deferral / active EE | $1,991 | $2,854-30.3% | $4,798-58.5% | $3,022-34.1% |
| Admin fee / account holder | $12 | $981-98.8% | $7,477-99.8% | $592-98.0% |