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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,734 |
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 | $87,655 | $89,282-1.8% | $94,672-7.4% | $74,473+17.7% |
| Participation rate | 88.0% | 82.4%+5.6pp | 80.8%+7.2pp | 70.7%+17.3pp |
| Annual return | 22.40% | 25.96%-3.6pp | 156.89%-134.5pp | 34.36%-12.0pp |
| Employer contribution / active EE | $6,441 | $3,022+113.1% | $3,673+75.4% | $2,638+144.1% |
| Participant deferral / active EE | $15,135 | $8,425+79.7% | $7,417+104.0% | $4,530+234.1% |
| Admin fee / account holder | $5 | $219-97.8% | $7,222-99.9% | $347-98.6% |