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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,511 |
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 | $30,671 | $46,332-33.8% | $143,797-78.7% | $64,824-52.7% |
| Participation rate | 80.8% | 64.2%+16.6pp | 80.3%+0.5pp | 71.5%+9.4pp |
| Annual return | -1.02% | -10.05%+9.0pp | -0.04%-1.0pp | 32.84%-33.9pp |
| Employer contribution / active EE | $999 | $1,911-47.7% | $4,952-79.8% | $2,507-60.2% |
| Participant deferral / active EE | $3,854 | $2,647+45.6% | $5,638-31.7% | $4,311-10.6% |
| Admin fee / account holder | $51 | $154-67.1% | $14,679-99.7% | $188-73.0% |