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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 80-0833114 | Advisory (Plan) | $34,394 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,622 |
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 | $82,074 | $83,002-1.1% | $98,090-16.3% | $64,097+28.0% |
| Participation rate | 98.8% | 75.0%+23.8pp | 81.5%+17.3pp | 55.2%+43.6pp |
| Annual return | 30.10% | 38.51%-8.4pp | 37.05%-6.9pp | 34.64%-4.5pp |
| Employer contribution / active EE | $4,626 | $2,749+68.3% | $3,606+28.3% | $1,891+144.6% |
| Participant deferral / active EE | $14,030 | $6,787+106.7% | $7,845+78.9% | $3,080+355.5% |
| Admin fee / account holder | $221 | $3,015-92.7% | $11,815-98.1% | $3,454-93.6% |