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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $35,671 |
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 | $43,516 | $122,128-64.4% | $147,117-70.4% | $200,096-78.3% |
| Participation rate | 92.9% | 78.2%+14.8pp | 82.2%+10.7pp | 72.0%+20.9pp |
| Annual return | 17.29% | 30.58%-13.3pp | 420.54%-403.2pp | 34.26%-17.0pp |
| Employer contribution / active EE | $1,731 | $4,093-57.7% | $4,932-64.9% | $3,038-43.0% |
| Participant deferral / active EE | $6,542 | $8,484-22.9% | $8,065-18.9% | $5,090+28.5% |
| Admin fee / account holder | $17 | $180-90.4% | $12,993-99.9% | $269-93.6% |