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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $19,713 |
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 | $87,162 | $106,164-17.9% | $147,041-40.7% | $77,692+12.2% |
| Participation rate | 99.0% | 78.4%+20.6pp | 82.2%+16.8pp | 70.6%+28.4pp |
| Annual return | 21.33% | 56.81%-35.5pp | 419.21%-397.9pp | 31.25%-9.9pp |
| Employer contribution / active EE | $7,013 | $4,066+72.5% | $4,935+42.1% | $2,726+157.2% |
| Participant deferral / active EE | $21,107 | $7,993+164.1% | $8,071+161.5% | $4,648+354.1% |
| Admin fee / account holder | $18 | $338-94.7% | $13,006-99.9% | $431-95.8% |