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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $67,075 |
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 | $41,455 | $106,247-61.0% | $147,096-71.8% | $77,714-46.7% |
| Participation rate | 92.2% | 78.4%+13.8pp | 82.2%+10.0pp | 70.6%+21.6pp |
| Annual return | 29.64% | 56.87%-27.2pp | 419.75%-390.1pp | 31.26%-1.6pp |
| Employer contribution / active EE | $5,916 | $4,069+45.4% | $4,936+19.9% | $2,727+117.0% |
| Participant deferral / active EE | $11,213 | $7,996+40.2% | $8,071+38.9% | $4,649+141.2% |
| Admin fee / account holder | $202 | $338-40.3% | $13,005-98.4% | $433-53.4% |