| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $345,942 |
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 | $78,047 | $94,115-17.1% | $83,327-6.3% | $73,367+6.4% |
| Participation rate | 99.7% | 83.7%+16.0pp | 77.8%+21.9pp | 69.5%+30.2pp |
| Annual return | -4.08% | -6.12%+2.0pp | 10.64%-14.7pp | 173.45%-177.5pp |
| Employer contribution / active EE | $4,836 | $2,931+65.0% | $3,379+43.1% | $2,499+93.5% |
| Participant deferral / active EE | $13,239 | $6,759+95.9% | $5,565+137.9% | $4,033+228.3% |
| Admin fee / account holder | $10 | $75-86.6% | $7,540-99.9% | $68-85.3% |