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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,665 |
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 | $104,571 | $101,591+2.9% | $147,096-28.9% | $74,429+40.5% |
| Participation rate | 90.6% | 75.5%+15.1pp | 82.2%+8.4pp | 67.2%+23.4pp |
| Annual return | 19.68% | 8746.45%-8726.8pp | 419.75%-400.1pp | 1368.38%-1348.7pp |
| Employer contribution / active EE | $6,242 | $3,813+63.7% | $4,936+26.5% | $2,625+137.8% |
| Participant deferral / active EE | $16,002 | $7,302+119.1% | $8,071+98.3% | $4,348+268.0% |
| Admin fee / account holder | $27 | $1,750-98.4% | $13,005-99.8% | $1,944-98.6% |