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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $160,572 |
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 | $85,702 | $92,153-7.0% | $76,667+11.8% | $82,204+4.3% |
| Participation rate | 87.8% | 79.4%+8.4pp | 72.1%+15.7pp | 73.4%+14.4pp |
| Annual return | 21.79% | 21.12%+0.7pp | 1166.74%-1144.9pp | 26.31%-4.5pp |
| Employer contribution / active EE | $1,706 | $3,043-44.0% | $2,303-25.9% | $2,707-37.0% |
| Participant deferral / active EE | $4,389 | $4,304+2.0% | $3,336+31.6% | $4,246+3.4% |
| Admin fee / account holder | $18 | $70-74.2% | $6,423-99.7% | $76-76.0% |