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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $179,436 |
Form 5500 reported that benefits due were not provided when due.
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 | $50,490 | $104,544-51.7% | $96,544-47.7% | $80,169-37.0% |
| Participation rate | 92.2% | 86.4%+5.9pp | 76.0%+16.2pp | 72.9%+19.3pp |
| Annual return | 26.04% | 21.79%+4.3pp | 25.88%+0.2pp | 40.39%-14.3pp |
| Employer contribution / active EE | $2,514 | $3,527-28.7% | $2,966-15.2% | $2,978-15.6% |
| Participant deferral / active EE | $4,458 | $6,170-27.7% | $4,851-8.1% | $5,016-11.1% |
| Admin fee / account holder | $78 | $107-27.4% | $8,254-99.1% | $145-46.5% |