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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $19,315 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,519 | $148,623-36.4% | $135,974-30.5% | $139,466-32.2% |
| Participation rate | 84.2% | 83.9%+0.3pp | 81.9%+2.3pp | 80.3%+3.9pp |
| Annual return | 19.22% | 79.30%-60.1pp | 68.30%-49.1pp | 373.66%-354.4pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $13,669 | $8,103+68.7% | $7,760+76.1% | $6,712+103.7% |
| Admin fee / account holder | $108 | $12,406-99.1% | $10,767-99.0% | $11,409-99.1% |