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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $42,623 |
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 | $30,830 | $91,439-66.3% | $135,974-77.3% | $71,511-56.9% |
| Participation rate | 97.0% | 75.7%+21.4pp | 81.9%+15.1pp | 67.9%+29.1pp |
| Annual return | 32.27% | 29.90%+2.4pp | 68.30%-36.0pp | 28.86%+3.4pp |
| Employer contribution / active EE | $5,362 | $3,705+44.7% | $4,859+10.3% | $2,589+107.1% |
| Participant deferral / active EE | $10,564 | $7,093+48.9% | $7,760+36.1% | $4,291+146.2% |
| Admin fee / account holder | $149 | $1,267-88.3% | $10,767-98.6% | $1,588-90.6% |