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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $136,748 |
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 | $45,992 | $82,163-44.0% | $125,381-63.3% | $64,819-29.0% |
| Participation rate | 92.0% | 77.9%+14.1pp | 82.4%+9.6pp | 71.5%+20.5pp |
| Annual return | -12.61% | 3.49%-16.1pp | 572.31%-584.9pp | 32.84%-45.5pp |
| Employer contribution / active EE | $2,106 | $3,616-41.8% | $4,815-56.3% | $2,507-16.0% |
| Participant deferral / active EE | $14,823 | $7,175+106.6% | $7,448+99.0% | $4,311+243.8% |
| Admin fee / account holder | $121 | $163-25.7% | $10,007-98.8% | $188-35.5% |