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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $15,563 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,463 | $78,422-40.8% | $95,952-51.6% | $79,858-41.8% |
| Participation rate | 72.9% | 73.5%-0.5pp | 77.1%-4.1pp | 69.6%+3.3pp |
| Annual return | 8.11% | 19.37%-11.3pp | 91.61%-83.5pp | 31.71%-23.6pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,419 | $3,440-29.7% | $4,167-41.9% | $3,740-35.3% |
| Admin fee / account holder | $183 | $5,622-96.7% | $6,795-97.3% | $5,306-96.5% |