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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,506 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,707 | $88,874-55.3% | $123,552-67.9% | $75,289-47.3% |
| Participation rate | 93.4% | 75.9%+17.6pp | 82.3%+11.1pp | 72.4%+21.0pp |
| Annual return | 1330.97% | 4.22%+1326.7pp | 119.20%+1211.8pp | -0.04%+1331.0pp |
| Employer contribution / active EE | $146 | $3,256-95.5% | $4,628-96.9% | $2,405-93.9% |
| Participant deferral / active EE | $7,526 | $6,174+21.9% | $6,426+17.1% | $3,739+101.3% |
| Admin fee / account holder | $4 | $95-95.5% | $9,285-100.0% | $102-95.9% |