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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $53,210 |
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 | $102,968 | $42,504+142.3% | $160,039-35.7% | $77,906+32.2% |
| Participation rate | 98.6% | 66.9%+31.7pp | 78.0%+20.6pp | 73.7%+24.9pp |
| Annual return | -17.30% | -12.43%-4.9pp | 409.10%-426.4pp | 12.16%-29.5pp |
| Employer contribution / active EE | $5,665 | $1,684+236.5% | $4,226+34.1% | $2,846+99.0% |
| Participant deferral / active EE | $13,041 | $3,919+232.7% | $6,184+110.9% | $4,805+171.4% |
| Admin fee / account holder | $27 | $98-72.1% | $8,716-99.7% | $133-79.5% |