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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $22,953 |
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 | $140,502 | $79,209+77.4% | $102,434+37.2% | $74,459+88.7% |
| Participation rate | 88.8% | 74.8%+14.0pp | 76.5%+12.3pp | 67.2%+21.6pp |
| Annual return | 12.63% | 54.98%-42.4pp | 29.46%-16.8pp | 1369.70%-1357.1pp |
| Employer contribution / active EE | $1,217 | $2,362-48.5% | $3,023-59.7% | $2,626-53.6% |
| Participant deferral / active EE | $4,556 | $4,417+3.1% | $5,055-9.9% | $4,350+4.7% |
| Admin fee / account holder | $94 | $2,002-95.3% | $9,462-99.0% | $1,945-95.2% |