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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 | $122,219-64.4% | $147,096-70.4% | $199,921-78.2% |
| Participation rate | 92.9% | 78.3%+14.7pp | 82.2%+10.7pp | 72.0%+20.9pp |
| Annual return | 17.29% | 30.59%-13.3pp | 419.75%-402.5pp | 34.28%-17.0pp |
| Employer contribution / active EE | $1,731 | $4,096-57.7% | $4,936-64.9% | $3,035-43.0% |
| Participant deferral / active EE | $6,542 | $8,503-23.1% | $8,071-18.9% | $5,089+28.6% |
| Admin fee / account holder | $17 | $179-90.4% | $13,005-99.9% | $269-93.6% |