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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $36,878 |
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 | $145,255 | $44,984+222.9% | $85,009+70.9% | $74,546+94.9% |
| Participation rate | 96.0% | 49.4%+46.6pp | 67.5%+28.5pp | 67.2%+28.8pp |
| Annual return | 15.53% | 26.25%-10.7pp | 66.47%-50.9pp | 1366.03%-1350.5pp |
| Employer contribution / active EE | $6,468 | $1,458+343.6% | $2,728+137.1% | $2,624+146.4% |
| Participant deferral / active EE | $13,147 | $2,733+381.0% | $4,522+190.8% | $4,347+202.4% |
| Admin fee / account holder | $166 | $2,208-92.5% | $6,153-97.3% | $1,944-91.5% |