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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $54,032 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,468 | $110,483+48.0% | $145,433+12.4% | $79,634+105.3% |
| Participation rate | 94.0% | 71.1%+22.9pp | 82.1%+11.9pp | 62.5%+31.5pp |
| Annual return | 19.77% | 24.62%-4.9pp | 66.58%-46.8pp | 36.46%-16.7pp |
| Employer contribution / active EE | $6,390 | $4,053+57.7% | $4,554+40.3% | $2,529+152.7% |
| Participant deferral / active EE | $13,159 | $7,216+82.4% | $7,897+66.6% | $3,835+243.2% |
| Admin fee / account holder | $82 | $680-88.0% | $13,129-99.4% | $1,002-91.8% |