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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $146,520 |
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 | $83,379 | $55,785+49.5% | $96,583-13.7% | $106,520-21.7% |
| Participation rate | 70.9% | 53.4%+17.5pp | 69.8%+1.1pp | 71.3%-0.4pp |
| Annual return | 31.46% | 17.66%+13.8pp | 37.79%-6.3pp | 19.28%+12.2pp |
| Employer contribution / active EE | $1,778 | $1,042+70.7% | $2,357-24.6% | $2,840-37.4% |
| Participant deferral / active EE | $2,477 | $1,782+39.0% | $3,850-35.7% | $4,948-49.9% |
| Admin fee / account holder | $4 | $59-93.1% | $6,184-99.9% | $75-94.6% |