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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $46,844 |
Service code 27 · EIN 27-2233898 | Advisory (Plan) | $21,831 |
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 | $51,752 | $95,417-45.8% | $135,974-61.9% | $74,460-30.5% |
| Participation rate | 77.4% | 78.2%-0.8pp | 81.9%-4.5pp | 70.7%+6.7pp |
| Annual return | 45.04% | 32.76%+12.3pp | 68.30%-23.3pp | 34.38%+10.7pp |
| Employer contribution / active EE | $0 | $3,878-100.0% | $4,859-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $11,986 | $7,789+53.9% | $7,760+54.5% | $4,530+164.6% |
| Admin fee / account holder | $153 | $266-42.4% | $10,767-98.6% | $348-55.9% |