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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $95,951 |
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 | $113,179 | $122,259-7.4% | $147,041-23.0% | $199,874-43.4% |
| Participation rate | 92.1% | 78.3%+13.8pp | 82.2%+9.9pp | 72.0%+20.0pp |
| Annual return | 21.23% | 30.58%-9.3pp | 419.21%-398.0pp | 34.28%-13.0pp |
| Employer contribution / active EE | $7,187 | $4,097+75.4% | $4,935+45.6% | $3,036+136.7% |
| Participant deferral / active EE | $18,801 | $8,504+121.1% | $8,071+133.0% | $5,090+269.4% |
| Admin fee / account holder | $43 | $179-75.9% | $13,006-99.7% | $269-84.0% |