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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,088 |
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 | $64,347 | $54,679+17.7% | $76,119-15.5% | $74,459-13.6% |
| Participation rate | 86.7% | 60.3%+26.4pp | 69.1%+17.6pp | 67.2%+19.5pp |
| Annual return | 38.25% | 31.90%+6.3pp | 361.25%-323.0pp | 1369.70%-1331.5pp |
| Employer contribution / active EE | $9,722 | $1,781+445.7% | $2,693+261.0% | $2,626+270.2% |
| Participant deferral / active EE | $12,058 | $3,072+292.5% | $4,259+183.1% | $4,350+177.2% |
| Admin fee / account holder | $5 | $2,238-99.8% | $6,421-99.9% | $1,945-99.8% |