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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$11,876 |
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 | $204,116 | $90,745+124.9% | $130,231+56.7% | $75,173+171.5% |
| Participation rate | 98.9% | 71.1%+27.8pp | 76.3%+22.6pp | 67.2%+31.7pp |
| Annual return | 21.54% | 34.45%-12.9pp | 38.86%-17.3pp | 160.72%-139.2pp |
| Employer contribution / active EE | $16,052 | $3,314+384.4% | $4,126+289.1% | $2,671+501.0% |
| Participant deferral / active EE | $18,194 | $5,362+239.3% | $6,799+167.6% | $4,126+340.9% |
| Admin fee / account holder | -$66 | $6,331-101.0% | $6,020-101.1% | $5,651-101.2% |