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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,444 |
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 | $75,649 | $92,090-17.9% | $106,201-28.8% | $77,671-2.6% |
| Participation rate | 94.1% | 81.0%+13.0pp | 75.3%+18.8pp | 70.6%+23.5pp |
| Annual return | 21.56% | 17.89%+3.7pp | 116.26%-94.7pp | 31.21%-9.7pp |
| Employer contribution / active EE | $6,699 | $3,368+98.9% | $3,170+111.3% | $2,726+145.7% |
| Participant deferral / active EE | $14,843 | $5,386+175.6% | $5,012+196.1% | $4,648+219.3% |
| Admin fee / account holder | $4 | $219-98.3% | $11,039-100.0% | $430-99.1% |