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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $22,181 |
Service code 27 · EIN 42-1445429 | Advisory (Plan) | $16,908 |
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 | $210,676 | $130,294+61.7% | $170,043+23.9% | $71,511+194.6% |
| Participation rate | 91.3% | 86.2%+5.1pp | 87.0%+4.3pp | 67.9%+23.4pp |
| Annual return | 20.50% | 20.36%+0.1pp | 53.40%-32.9pp | 28.86%-8.4pp |
| Employer contribution / active EE | $3,079 | $4,385-29.8% | $6,790-54.7% | $2,589+18.9% |
| Participant deferral / active EE | $17,466 | $6,928+152.1% | $10,410+67.8% | $4,291+307.1% |
| Admin fee / account holder | $162 | $966-83.2% | $12,824-98.7% | $1,588-89.8% |