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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% | $178,505-23.4% | $200,096-31.6% |
| Participation rate | 95.6% | 65.5%+30.2pp | 77.1%+18.5pp | 72.0%+23.6pp |
| Annual return | 17.82% | 19.25%-1.4pp | 27.16%-9.3pp | 34.26%-16.4pp |
| Employer contribution / active EE | $5,471 | $1,801+203.7% | $3,955+38.3% | $3,038+80.1% |
| Participant deferral / active EE | $12,875 | $4,248+203.1% | $6,280+105.0% | $5,090+153.0% |
| Admin fee / account holder | $30 | $145-79.5% | $10,428-99.7% | $269-88.9% |