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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,411 |
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 | $172,770 | $66,457+160.0% | $81,438+112.1% | $77,671+122.4% |
| Participation rate | 97.2% | 68.7%+28.4pp | 69.5%+27.7pp | 70.6%+26.6pp |
| Annual return | 16.74% | 15.93%+0.8pp | 24.74%-8.0pp | 31.21%-14.5pp |
| Employer contribution / active EE | $9,046 | $2,159+318.9% | $2,460+267.7% | $2,726+231.8% |
| Participant deferral / active EE | $10,724 | $3,679+191.5% | $3,883+176.2% | $4,648+130.7% |
| Admin fee / account holder | -$2 | $583-100.4% | $5,764-100.0% | $430-100.6% |