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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $9,168 |
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 | $27,065 | $68,398-60.4% | $94,664-71.4% | $75,173-64.0% |
| Participation rate | 89.2% | 76.1%+13.2pp | 80.8%+8.4pp | 67.2%+22.0pp |
| Annual return | 67.85% | 616.72%-548.9pp | 156.84%-89.0pp | 160.72%-92.9pp |
| Employer contribution / active EE | $3,491 | $2,701+29.2% | $3,673-5.0% | $2,671+30.7% |
| Participant deferral / active EE | $20,010 | $6,537+206.1% | $7,417+169.8% | $4,126+385.0% |
| Admin fee / account holder | $70 | $5,324-98.7% | $7,222-99.0% | $5,651-98.8% |