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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $651 |
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 | $75,862 | $79,169-4.2% | $100,415-24.5% | $74,478+1.9% |
| Participation rate | 85.7% | 79.4%+6.3pp | 81.5%+4.2pp | 67.2%+18.5pp |
| Annual return | 23.03% | 20.51%+2.5pp | 49.47%-26.4pp | 1370.56%-1347.5pp |
| Employer contribution / active EE | $46 | $3,017-98.5% | $3,943-98.8% | $2,626-98.3% |
| Participant deferral / active EE | $14,849 | $7,751+91.6% | $8,091+83.5% | $4,350+241.3% |
| Admin fee / account holder | $13 | $1,337-99.0% | $7,906-99.8% | $1,946-99.3% |