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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 | $101,499+3.0% | $147,005-28.9% | $74,546+40.3% |
| Participation rate | 90.6% | 75.5%+15.1pp | 82.2%+8.5pp | 67.2%+23.4pp |
| Annual return | 19.68% | 8732.34%-8712.7pp | 418.76%-399.1pp | 1366.03%-1346.4pp |
| Employer contribution / active EE | $6,242 | $3,811+63.8% | $4,934+26.5% | $2,624+137.9% |
| Participant deferral / active EE | $16,002 | $7,304+119.1% | $8,070+98.3% | $4,347+268.1% |
| Admin fee / account holder | $27 | $1,748-98.4% | $13,006-99.8% | $1,944-98.6% |