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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,669 |
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 | $104,857 | $90,064+16.4% | $100,415+4.4% | $77,762+34.8% |
| Participation rate | 85.4% | 81.3%+4.1pp | 81.5%+3.9pp | 70.6%+14.8pp |
| Annual return | 24.32% | 20.61%+3.7pp | 49.47%-25.2pp | 31.27%-6.9pp |
| Employer contribution / active EE | $5,724 | $3,043+88.1% | $3,943+45.2% | $2,728+109.8% |
| Participant deferral / active EE | $13,828 | $8,282+67.0% | $8,091+70.9% | $4,651+197.3% |
| Admin fee / account holder | $4 | $172-97.4% | $7,906-99.9% | $433-99.0% |