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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $119,477 |
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 | $72,672 | $176,471-58.8% | $95,968-24.3% | $90,274-19.5% |
| Participation rate | 89.9% | 86.6%+3.4pp | 77.1%+12.8pp | 73.4%+16.6pp |
| Annual return | 30.02% | 20.15%+9.9pp | 91.65%-61.6pp | 53.97%-24.0pp |
| Employer contribution / active EE | $3,481 | $2,783+25.1% | $2,542+37.0% | $2,523+37.9% |
| Participant deferral / active EE | $14,784 | $5,325+177.6% | $4,167+254.8% | $4,231+249.5% |
| Admin fee / account holder | $38 | $154-75.2% | $6,798-99.4% | $114-66.5% |