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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $34,196 |
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 | $35,585 | $107,415-66.9% | $135,982-73.8% | $80,169-55.6% |
| Participation rate | 90.9% | 78.0%+12.8pp | 81.9%+8.9pp | 72.9%+17.9pp |
| Annual return | 22.38% | 91.99%-69.6pp | 68.32%-45.9pp | 40.39%-18.0pp |
| Employer contribution / active EE | $1,345 | $3,878-65.3% | $4,859-72.3% | $2,978-54.8% |
| Participant deferral / active EE | $5,787 | $8,189-29.3% | $7,760-25.4% | $5,016+15.4% |
| Admin fee / account holder | $16 | $127-87.7% | $10,767-99.9% | $145-89.2% |