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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $27,393 |
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 | $71,890 | $101,499-29.2% | $147,005-51.1% | $74,546-3.6% |
| Participation rate | 89.6% | 75.5%+14.0pp | 82.2%+7.4pp | 67.2%+22.4pp |
| Annual return | 16.36% | 8732.34%-8716.0pp | 418.76%-402.4pp | 1366.03%-1349.7pp |
| Employer contribution / active EE | $2,779 | $3,811-27.1% | $4,934-43.7% | $2,624+5.9% |
| Participant deferral / active EE | $9,939 | $7,304+36.1% | $8,070+23.2% | $4,347+128.6% |
| Admin fee / account holder | $185 | $1,748-89.4% | $13,006-98.6% | $1,944-90.5% |