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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $20,459 |
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 | $37,469 | $91,424-59.0% | $135,942-72.4% | $71,495-47.6% |
| Participation rate | 93.1% | 75.7%+17.4pp | 81.9%+11.2pp | 67.9%+25.1pp |
| Annual return | 25.20% | 29.90%-4.7pp | 68.28%-43.1pp | 28.85%-3.7pp |
| Employer contribution / active EE | $3,138 | $3,704-15.3% | $4,858-35.4% | $2,589+21.2% |
| Participant deferral / active EE | $7,459 | $7,092+5.2% | $7,759-3.9% | $4,291+73.8% |
| Admin fee / account holder | $81 | $1,266-93.6% | $10,764-99.3% | $1,588-94.9% |