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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $86,258 |
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 | $62,867 | $78,339-19.8% | $85,709-26.7% | $93,010-32.4% |
| Participation rate | 90.7% | 72.5%+18.2pp | 69.9%+20.9pp | 73.9%+16.8pp |
| Annual return | 939.09% | 21.17%+917.9pp | 21.49%+917.6pp | 158.70%+780.4pp |
| Employer contribution / active EE | $2,978 | $2,560+16.3% | $2,619+13.7% | $2,705+10.1% |
| Participant deferral / active EE | $9,619 | $3,882+147.8% | $3,924+145.2% | $4,561+110.9% |
| Admin fee / account holder | $43 | $104-58.6% | $6,876-99.4% | $152-71.6% |