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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,674 |
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 | $57,929 | $89,282-35.1% | $94,659-38.8% | $74,434-22.2% |
| Participation rate | 84.6% | 82.4%+2.1pp | 80.8%+3.7pp | 70.7%+13.8pp |
| Annual return | 27.77% | 25.96%+1.8pp | 156.75%-129.0pp | 34.37%-6.6pp |
| Employer contribution / active EE | $139 | $3,022-95.4% | $3,673-96.2% | $2,638-94.7% |
| Participant deferral / active EE | $13,964 | $8,425+65.8% | $7,419+88.2% | $4,529+208.3% |
| Admin fee / account holder | $27 | $219-87.5% | $7,232-99.6% | $348-92.2% |