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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,429 |
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 | $194,199 | $89,282+117.5% | $94,679+105.1% | $74,440+160.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 70.7%+29.3pp |
| Annual return | 20.63% | 25.96%-5.3pp | 156.75%-136.1pp | 34.37%-13.7pp |
| Employer contribution / active EE | $4,620 | $3,022+52.9% | $3,673+25.8% | $2,638+75.1% |
| Participant deferral / active EE | $18,433 | $8,425+118.8% | $7,417+148.5% | $4,529+307.0% |
| Admin fee / account holder | $50 | $219-77.2% | $7,233-99.3% | $348-85.6% |