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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,918 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $72,028 | $79,169-9.0% | $100,415-28.3% | $74,478-3.3% |
| Participation rate | 83.0% | 79.4%+3.6pp | 81.5%+1.5pp | 67.2%+15.7pp |
| Annual return | 17.74% | 20.51%-2.8pp | 49.47%-31.7pp | 1370.56%-1352.8pp |
| Employer contribution / active EE | $0 | $3,017-100.0% | $3,943-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $16,071 | $7,751+107.3% | $8,091+98.6% | $4,350+269.4% |
| Admin fee / account holder | $44 | $1,337-96.7% | $7,906-99.4% | $1,946-97.7% |