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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $35,293 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,432 | $50,458-59.5% | $159,991-87.2% | $64,814-68.5% |
| Participation rate | 89.4% | 68.0%+21.3pp | 78.0%+11.4pp | 71.5%+17.9pp |
| Annual return | -5.31% | -13.42%+8.1pp | 408.82%-414.1pp | 32.84%-38.1pp |
| Employer contribution / active EE | $0 | $1,722-100.0% | $4,225-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $13,117 | $4,004+227.6% | $6,183+112.2% | $4,310+204.3% |
| Admin fee / account holder | $85 | $706-87.9% | $8,715-99.0% | $188-54.5% |