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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $28,647 |
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 | $27,601 | $95,388-71.1% | $125,391-78.0% | $77,906-64.6% |
| Participation rate | 87.5% | 78.6%+8.9pp | 82.4%+5.2pp | 73.7%+13.8pp |
| Annual return | -8.87% | 116.19%-125.1pp | 572.41%-581.3pp | 12.16%-21.0pp |
| Employer contribution / active EE | $1,306 | $3,666-64.4% | $4,816-72.9% | $2,846-54.1% |
| Participant deferral / active EE | $5,261 | $7,711-31.8% | $7,448-29.4% | $4,805+9.5% |
| Admin fee / account holder | $19 | $119-83.9% | $10,009-99.8% | $133-85.6% |