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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $106,487 |
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 | $85,529 | $122,128-30.0% | $147,117-41.9% | $200,096-57.3% |
| Participation rate | 88.4% | 78.2%+10.2pp | 82.2%+6.2pp | 72.0%+16.4pp |
| Annual return | 23.85% | 30.58%-6.7pp | 420.54%-396.7pp | 34.26%-10.4pp |
| Employer contribution / active EE | $7,284 | $4,093+78.0% | $4,932+47.7% | $3,038+139.8% |
| Participant deferral / active EE | $17,507 | $8,484+106.4% | $8,065+117.1% | $5,090+244.0% |
| Admin fee / account holder | $28 | $180-84.2% | $12,993-99.8% | $269-89.5% |