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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 26-4310632 | Other Commissions | $51,845 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,388 |
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 | $187,248 | $84,499+121.6% | $125,391+49.3% | $66,949+179.7% |
| Participation rate | 93.4% | 76.4%+17.0pp | 82.4%+11.0pp | 69.8%+23.6pp |
| Annual return | -18.18% | -8.49%-9.7pp | 572.41%-590.6pp | 1.57%-19.8pp |
| Employer contribution / active EE | $6,506 | $3,554+83.1% | $4,816+35.1% | $2,545+155.6% |
| Participant deferral / active EE | $15,800 | $6,785+132.9% | $7,448+112.1% | $4,239+272.7% |
| Admin fee / account holder | $169 | $685-75.3% | $10,009-98.3% | $594-71.5% |