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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $28,902 |
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 | $79,551 | $108,617-26.8% | $108,421-26.6% | $93,010-14.5% |
| Participation rate | 79.7% | 83.1%-3.5pp | 80.1%-0.5pp | 73.9%+5.8pp |
| Annual return | 30.33% | 21.63%+8.7pp | 905.61%-875.3pp | 158.70%-128.4pp |
| Employer contribution / active EE | $0 | $3,249-100.0% | $3,560-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $12,057 | $7,885+52.9% | $6,564+83.7% | $4,561+164.3% |
| Admin fee / account holder | $13 | $94-86.5% | $7,298-99.8% | $152-91.6% |