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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $200 |
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 | $140,765 | $93,598+50.4% | $135,974+3.5% | $75,173+87.3% |
| Participation rate | 85.9% | 75.2%+10.7pp | 81.9%+4.0pp | 67.2%+18.7pp |
| Annual return | 18.28% | 30.89%-12.6pp | 68.30%-50.0pp | 160.72%-142.4pp |
| Employer contribution / active EE | $4,269 | $3,538+20.7% | $4,859-12.1% | $2,671+59.8% |
| Participant deferral / active EE | $8,922 | $6,405+39.3% | $7,760+15.0% | $4,126+116.2% |
| Admin fee / account holder | $1 | $6,978-100.0% | $10,767-100.0% | $5,651-100.0% |