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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,117 |
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 | $58,926 | $82,188-28.3% | $125,391-53.0% | $64,824-9.1% |
| Participation rate | 97.6% | 77.9%+19.7pp | 82.4%+15.2pp | 71.5%+26.1pp |
| Annual return | -6.47% | 3.50%-10.0pp | 572.41%-578.9pp | 32.84%-39.3pp |
| Employer contribution / active EE | $3,033 | $3,617-16.1% | $4,816-37.0% | $2,507+21.0% |
| Participant deferral / active EE | $8,787 | $7,177+22.4% | $7,448+18.0% | $4,311+103.8% |
| Admin fee / account holder | $141 | $163-13.4% | $10,009-98.6% | $188-24.8% |