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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $130,204 |
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 | $60,811 | $38,510+57.9% | $74,549-18.4% | $73,367-17.1% |
| Participation rate | 70.6% | 53.5%+17.1pp | 69.1%+1.5pp | 69.5%+1.1pp |
| Annual return | 9.93% | -0.94%+10.9pp | 32.54%-22.6pp | 173.45%-163.5pp |
| Employer contribution / active EE | $1,608 | $774+107.8% | $1,961-18.0% | $2,499-35.7% |
| Participant deferral / active EE | $2,068 | $1,421+45.6% | $3,108-33.5% | $4,033-48.7% |
| Admin fee / account holder | $4 | $52-92.3% | $5,059-99.9% | $68-94.2% |