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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $144,595 |
Form 5500 reported that benefits due were not provided when due.
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 | $71,138 | $92,488-23.1% | $69,779+1.9% | $65,292+9.0% |
| Participation rate | 95.0% | 81.7%+13.4pp | 71.8%+23.2pp | 72.4%+22.6pp |
| Annual return | 7.49% | 20.13%-12.6pp | 12.99%-5.5pp | 11.84%-4.3pp |
| Employer contribution / active EE | $1,697 | $3,198-47.0% | $2,338-27.4% | $2,302-26.3% |
| Participant deferral / active EE | $4,260 | $4,112+3.6% | $2,931+45.4% | $3,579+19.1% |
| Admin fee / account holder | $17 | $58-71.0% | $4,381-99.6% | $57-70.5% |