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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $68,299 |
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 | $136,801 | $58,644+133.3% | $178,528-23.4% | $199,921-31.6% |
| Participation rate | 95.6% | 65.5%+30.2pp | 77.1%+18.5pp | 72.0%+23.6pp |
| Annual return | 17.82% | 19.25%-1.4pp | 27.11%-9.3pp | 34.28%-16.5pp |
| Employer contribution / active EE | $5,471 | $1,801+203.7% | $3,950+38.5% | $3,035+80.2% |
| Participant deferral / active EE | $12,875 | $4,248+203.1% | $6,278+105.1% | $5,089+153.0% |
| Admin fee / account holder | $30 | $145-79.5% | $10,419-99.7% | $269-88.9% |