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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $62,878 |
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 | $114,932 | $92,076+24.8% | $105,607+8.8% | $77,736+47.8% |
| Participation rate | 93.3% | 81.0%+12.3pp | 75.3%+18.0pp | 70.6%+22.7pp |
| Annual return | 19.48% | 17.84%+1.6pp | 116.11%-96.6pp | 31.26%-11.8pp |
| Employer contribution / active EE | $8,848 | $3,370+162.5% | $3,167+179.4% | $2,728+224.4% |
| Participant deferral / active EE | $19,386 | $5,390+259.7% | $5,011+286.8% | $4,651+316.8% |
| Admin fee / account holder | $130 | $219-40.7% | $10,958-98.8% | $433-70.0% |