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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $132,555 |
Service code 27 · EIN 80-0833114 | Advisory (Plan) | $43,551 |
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 | $25,445 | $81,301-68.7% | $76,089-66.6% | $199,921-87.3% |
| Participation rate | 97.4% | 70.1%+27.3pp | 69.1%+28.3pp | 72.0%+25.4pp |
| Annual return | 18.08% | 16.31%+1.8pp | 360.94%-342.9pp | 34.28%-16.2pp |
| Employer contribution / active EE | $1,018 | $3,352-69.6% | $2,690-62.1% | $3,035-66.4% |
| Participant deferral / active EE | $5,938 | $4,721+25.8% | $4,259+39.4% | $5,089+16.7% |
| Admin fee / account holder | $91 | $145-37.3% | $6,418-98.6% | $269-66.2% |