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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $241,467 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,283 | $112,156-54.3% | $108,421-52.7% | $101,555-49.5% |
| Participation rate | 92.4% | 83.2%+9.2pp | 80.1%+12.3pp | 74.5%+17.9pp |
| Annual return | 27.72% | 15.85%+11.9pp | 905.61%-877.9pp | 21.00%+6.7pp |
| Employer contribution / active EE | $39 | $3,067-98.7% | $3,560-98.9% | $2,972-98.7% |
| Participant deferral / active EE | $13,013 | $6,696+94.3% | $6,564+98.3% | $4,874+167.0% |
| Admin fee / account holder | $16 | $75-78.5% | $7,298-99.8% | $139-88.5% |