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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $174,715 |
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 | $105,530 | $111,651-5.5% | $86,868+21.5% | $101,517+4.0% |
| Participation rate | 94.4% | 83.2%+11.2pp | 71.6%+22.8pp | 74.6%+19.9pp |
| Annual return | 15.95% | 19.55%-3.6pp | 63.53%-47.6pp | 21.00%-5.0pp |
| Employer contribution / active EE | $2,036 | $3,410-40.3% | $2,496-18.4% | $2,973-31.5% |
| Participant deferral / active EE | $5,448 | $4,831+12.8% | $3,699+47.3% | $4,873+11.8% |
| Admin fee / account holder | $20 | $79-75.0% | $5,829-99.7% | $139-85.8% |