| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $119,160 |
BRIDGEBAY FINANCIAL, INC.1+ years Filed as: BRIDGEBAY Service code 16 2603 CAMINO RAMON · SAN RAMON, CA 94583 | Consulting | $42,937 |
ERNST & YOUNG LLP1+ years Filed as: ERNSTYOUNGLLP Service code 10 · EIN 34-6565596 | Accounting | $0 |
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 | $57,652 | $85,590-32.6% | $73,309-21.4% | $69,651-17.2% |
| Participation rate | 99.5% | 78.5%+21.0pp | 74.9%+24.5pp | 66.6%+32.9pp |
| Annual return | 13.25% | 29.41%-16.2pp | 5.67%+7.6pp | 53.77%-40.5pp |
| Employer contribution / active EE | $3,414 | $2,537+34.6% | $3,237+5.5% | $2,241+52.4% |
| Participant deferral / active EE | $11,514 | $5,237+119.9% | $4,991+130.7% | $3,635+216.7% |
| Admin fee / account holder | $17 | $72-76.7% | $5,635-99.7% | $63-73.5% |