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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $62,553 |
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 | $52,742 | $62,543-15.7% | $83,322-36.7% | $55,725-5.4% |
| Participation rate | 92.2% | 78.4%+13.8pp | 77.8%+14.5pp | 70.9%+21.4pp |
| Annual return | -5.08% | 14.85%-19.9pp | 10.64%-15.7pp | 244.93%-250.0pp |
| Employer contribution / active EE | $1,938 | $2,427-20.2% | $3,379-42.6% | $2,078-6.7% |
| Participant deferral / active EE | $6,538 | $5,682+15.1% | $5,565+17.5% | $3,356+94.9% |
| Admin fee / account holder | $121 | $103+17.1% | $7,540-98.4% | $115+4.8% |