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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,528 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,051 | $90,064-43.3% | $100,415-49.2% | $77,762-34.3% |
| Participation rate | 92.8% | 81.3%+11.5pp | 81.5%+11.3pp | 70.6%+22.2pp |
| Annual return | 32.81% | 20.61%+12.2pp | 49.47%-16.7pp | 31.27%+1.5pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $3,943-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $13,880 | $8,282+67.6% | $8,091+71.5% | $4,651+198.4% |
| Admin fee / account holder | $11 | $172-93.4% | $7,906-99.9% | $433-97.4% |