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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $364,490 |
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 | $105,246 | $106,994-1.6% | $135,998-22.6% | $96,393+9.2% |
| Participation rate | 97.9% | 72.5%+25.4pp | 81.9%+16.0pp | 71.3%+26.6pp |
| Annual return | 25.39% | 26.64%-1.3pp | 68.37%-43.0pp | 22.88%+2.5pp |
| Employer contribution / active EE | $6,303 | $3,391+85.9% | $4,860+29.7% | $3,239+94.6% |
| Participant deferral / active EE | $18,660 | $7,968+134.2% | $7,761+140.5% | $5,455+242.1% |
| Admin fee / account holder | $26 | $79-66.7% | $10,769-99.8% | $74-64.3% |