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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $280,802 |
Form 5500 reported that benefits due were not provided when due.
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 | $51,647 | $130,052-60.3% | $86,698-40.4% | $77,906-33.7% |
| Participation rate | 95.2% | 85.9%+9.3pp | 76.6%+18.6pp | 73.7%+21.5pp |
| Annual return | -14.73% | -12.73%-2.0pp | 35.95%-50.7pp | 12.16%-26.9pp |
| Employer contribution / active EE | $2,395 | $3,214-25.5% | $2,837-15.6% | $2,846-15.9% |
| Participant deferral / active EE | $5,014 | $5,741-12.7% | $4,656+7.7% | $4,805+4.3% |
| Admin fee / account holder | $103 | $132-21.9% | $7,493-98.6% | $133-22.3% |