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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 35-2552359 | Other Commissions | $17,518 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,094 |
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 | $35,966 | $65,453-45.1% | $86,698-58.5% | $66,938-46.3% |
| Participation rate | 80.4% | 75.5%+5.0pp | 76.6%+3.8pp | 69.8%+10.6pp |
| Annual return | -16.73% | -10.89%-5.8pp | 35.95%-52.7pp | 1.58%-18.3pp |
| Employer contribution / active EE | $772 | $2,154-64.2% | $2,837-72.8% | $2,545-69.7% |
| Participant deferral / active EE | $2,502 | $4,102-39.0% | $4,656-46.3% | $4,238-41.0% |
| Admin fee / account holder | $17 | $642-97.3% | $7,493-99.8% | $594-97.1% |