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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,269 |
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 | $46,591 | $78,781-40.9% | $100,528-53.7% | $73,412-36.5% |
| Participation rate | 79.6% | 80.0%-0.4pp | 79.4%+0.2pp | 72.2%+7.4pp |
| Annual return | 40.14% | 31.69%+8.5pp | 30.90%+9.2pp | 59.30%-19.2pp |
| Employer contribution / active EE | $2,289 | $2,420-5.4% | $3,419-33.0% | $2,234+2.5% |
| Participant deferral / active EE | $9,383 | $6,537+43.5% | $6,271+49.6% | $3,806+146.6% |
| Admin fee / account holder | $12 | $145-91.4% | $8,084-99.8% | $158-92.1% |