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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $915 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $154,380 | $71,872+114.8% | $86,691+78.1% | $68,495+125.4% |
| Participation rate | 91.3% | 72.2%+19.1pp | 76.6%+14.7pp | 67.9%+23.4pp |
| Annual return | -16.80% | 3.53%-20.3pp | 35.94%-52.7pp | -7.84%-9.0pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,200 | $3,779+143.5% | $4,656+97.6% | $4,028+128.4% |
| Admin fee / account holder | $47 | $6,112-99.2% | $7,492-99.4% | $5,403-99.1% |