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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $39,953 |
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 | $87,520 | $107,415-18.5% | $135,998-35.6% | $80,187+9.1% |
| Participation rate | 86.6% | 78.0%+8.5pp | 81.9%+4.6pp | 72.9%+13.6pp |
| Annual return | 25.74% | 91.99%-66.3pp | 68.37%-42.6pp | 40.40%-14.7pp |
| Employer contribution / active EE | $0 | $3,878-100.0% | $4,860-100.0% | $2,980-100.0% |
| Participant deferral / active EE | $13,788 | $8,189+68.4% | $7,761+77.7% | $5,016+174.9% |
| Admin fee / account holder | $11 | $127-91.3% | $10,769-99.9% | $145-92.3% |