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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,681 |
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 | $36,162 | $73,638-50.9% | $95,960-62.3% | $73,493-50.8% |
| Participation rate | 92.6% | 76.2%+16.5pp | 77.1%+15.5pp | 70.7%+21.9pp |
| Annual return | 17.39% | 16.78%+0.6pp | 91.63%-74.2pp | 28.51%-11.1pp |
| Employer contribution / active EE | $746 | $1,863-60.0% | $2,541-70.6% | $2,270-67.1% |
| Participant deferral / active EE | $4,262 | $3,617+17.8% | $4,167+2.3% | $3,740+14.0% |
| Admin fee / account holder | $26 | $482-94.7% | $6,797-99.6% | $513-95.0% |