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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 | $79,045-4.0% | $100,378-24.4% | $74,429+1.9% |
| Participation rate | 85.7% | 79.4%+6.3pp | 81.5%+4.2pp | 67.2%+18.5pp |
| Annual return | 23.03% | 20.61%+2.4pp | 49.41%-26.4pp | 1368.38%-1345.4pp |
| Employer contribution / active EE | $46 | $3,015-98.5% | $3,942-98.8% | $2,625-98.3% |
| Participant deferral / active EE | $14,849 | $7,751+91.6% | $8,087+83.6% | $4,348+241.5% |
| Admin fee / account holder | $13 | $1,335-99.0% | $7,899-99.8% | $1,944-99.3% |