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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 | $78,976-3.9% | $100,383-24.4% | $74,546+1.8% |
| Participation rate | 85.7% | 79.5%+6.2pp | 81.5%+4.2pp | 67.2%+18.5pp |
| Annual return | 23.03% | 20.62%+2.4pp | 49.26%-26.2pp | 1366.03%-1343.0pp |
| Employer contribution / active EE | $46 | $3,019-98.5% | $3,944-98.8% | $2,624-98.3% |
| Participant deferral / active EE | $14,849 | $7,758+91.4% | $8,086+83.6% | $4,347+241.6% |
| Admin fee / account holder | $13 | $1,330-99.0% | $7,900-99.8% | $1,944-99.3% |