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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,169 |
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 | $137,049 | $82,879+65.4% | $96,576+41.9% | $67,986+101.6% |
| Participation rate | 96.1% | 75.2%+20.9pp | 81.4%+14.6pp | 57.2%+38.8pp |
| Annual return | 27.36% | 36.90%-9.5pp | 38.47%-11.1pp | 31.67%-4.3pp |
| Employer contribution / active EE | $9,524 | $2,727+249.2% | $3,553+168.0% | $2,019+371.8% |
| Participant deferral / active EE | $15,284 | $6,976+119.1% | $7,956+92.1% | $3,358+355.1% |
| Admin fee / account holder | $7 | $2,783-99.8% | $11,381-99.9% | $3,203-99.8% |