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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 | $66,459+160.0% | $81,353+112.4% | $77,736+122.3% |
| Participation rate | 97.2% | 68.7%+28.5pp | 69.5%+27.6pp | 70.6%+26.6pp |
| Annual return | 16.74% | 15.95%+0.8pp | 24.82%-8.1pp | 31.26%-14.5pp |
| Employer contribution / active EE | $9,046 | $2,156+319.5% | $2,464+267.1% | $2,728+231.6% |
| Participant deferral / active EE | $10,724 | $3,674+191.8% | $3,885+176.1% | $4,651+130.6% |
| Admin fee / account holder | -$2 | $585-100.4% | $5,766-100.0% | $433-100.5% |