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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $260,802 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,452 | $108,617-67.4% | $108,421-67.3% | $93,010-61.9% |
| Participation rate | 94.8% | 83.1%+11.6pp | 80.1%+14.6pp | 73.9%+20.9pp |
| Annual return | 21.09% | 21.63%-0.5pp | 905.61%-884.5pp | 158.70%-137.6pp |
| Employer contribution / active EE | $2,057 | $3,249-36.7% | $3,560-42.2% | $2,705-24.0% |
| Participant deferral / active EE | $7,117 | $7,885-9.7% | $6,564+8.4% | $4,561+56.0% |
| Admin fee / account holder | $38 | $94-59.2% | $7,298-99.5% | $152-74.8% |