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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $211,857 |
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 | $61,069 | $104,544-41.6% | $96,534-36.7% | $80,157-23.8% |
| Participation rate | 95.9% | 86.4%+9.5pp | 76.0%+19.9pp | 72.9%+22.9pp |
| Annual return | 18.85% | 21.79%-2.9pp | 25.88%-7.0pp | 40.39%-21.5pp |
| Employer contribution / active EE | $3,210 | $3,527-9.0% | $2,965+8.2% | $2,977+7.8% |
| Participant deferral / active EE | $6,705 | $6,170+8.7% | $4,851+38.2% | $5,015+33.7% |
| Admin fee / account holder | $78 | $107-26.8% | $8,253-99.1% | $145-46.1% |