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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $66,633 |
Service code 27 · EIN 27-2233898 | Advisory (Plan) | $36,859 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,487 | $106,264-40.3% | $147,117-56.8% | $77,762-18.4% |
| Participation rate | 77.0% | 78.4%-1.4pp | 82.2%-5.2pp | 70.6%+6.4pp |
| Annual return | 29.98% | 56.94%-27.0pp | 420.54%-390.6pp | 31.27%-1.3pp |
| Employer contribution / active EE | $0 | $4,074-100.0% | $4,932-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $14,241 | $8,003+77.9% | $8,065+76.6% | $4,651+206.2% |
| Admin fee / account holder | $200 | $334-40.3% | $12,993-98.5% | $433-53.9% |