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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $21,809 |
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 | $91,141 | $90,064+1.2% | $100,415-9.2% | $77,762+17.2% |
| Participation rate | 79.9% | 81.3%-1.4pp | 81.5%-1.6pp | 70.6%+9.3pp |
| Annual return | 18.53% | 20.61%-2.1pp | 49.47%-30.9pp | 31.27%-12.7pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $3,943-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $13,871 | $8,282+67.5% | $8,091+71.4% | $4,651+198.2% |
| Admin fee / account holder | $58 | $172-66.0% | $7,906-99.3% | $433-86.5% |