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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $164,861 |
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 | $67,119 | $81,301-17.4% | $76,030-11.7% | $200,096-66.5% |
| Participation rate | 94.9% | 70.1%+24.8pp | 69.1%+25.8pp | 72.0%+22.9pp |
| Annual return | 15.39% | 16.31%-0.9pp | 361.54%-346.1pp | 34.26%-18.9pp |
| Employer contribution / active EE | $4,846 | $3,352+44.6% | $2,688+80.3% | $3,038+59.5% |
| Participant deferral / active EE | $12,176 | $4,721+157.9% | $4,257+186.0% | $5,090+139.2% |
| Admin fee / account holder | $61 | $145-58.1% | $6,421-99.1% | $269-77.4% |