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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,524 |
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 | $64,585 | $110,483-41.5% | $145,433-55.6% | $79,634-18.9% |
| Participation rate | 99.8% | 71.1%+28.7pp | 82.1%+17.7pp | 62.5%+37.3pp |
| Annual return | 38.58% | 24.62%+14.0pp | 66.58%-28.0pp | 36.46%+2.1pp |
| Employer contribution / active EE | $4,740 | $4,053+17.0% | $4,554+4.1% | $2,529+87.4% |
| Participant deferral / active EE | $12,370 | $7,216+71.4% | $7,897+56.6% | $3,835+222.6% |
| Admin fee / account holder | $3 | $680-99.6% | $13,129-100.0% | $1,002-99.7% |