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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $47,571 |
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 | $61,487 | $130,052-52.7% | $86,698-29.1% | $77,906-21.1% |
| Participation rate | 92.2% | 85.9%+6.3pp | 76.6%+15.6pp | 73.7%+18.5pp |
| Annual return | -14.79% | -12.73%-2.1pp | 35.96%-50.8pp | 12.16%-26.9pp |
| Employer contribution / active EE | $2,101 | $3,214-34.6% | $2,837-25.9% | $2,846-26.2% |
| Participant deferral / active EE | $3,932 | $5,741-31.5% | $4,656-15.6% | $4,805-18.2% |
| Admin fee / account holder | $22 | $132-83.2% | $7,492-99.7% | $133-83.3% |