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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,168 |
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 | $60,963 | $106,247-42.6% | $147,096-58.6% | $77,714-21.6% |
| Participation rate | 82.2% | 78.4%+3.8pp | 82.2%0pp | 70.6%+11.6pp |
| Annual return | 32.70% | 56.87%-24.2pp | 419.75%-387.0pp | 31.26%+1.4pp |
| Employer contribution / active EE | $2,292 | $4,069-43.7% | $4,936-53.6% | $2,727-15.9% |
| Participant deferral / active EE | $11,319 | $7,996+41.6% | $8,071+40.2% | $4,649+143.5% |
| Admin fee / account holder | $14 | $338-95.8% | $13,005-99.9% | $433-96.7% |