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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $186,332 |
Filed as: STOUT, CAUSEY & HORN Service code 10 · EIN 52-1743645 | Accounting | $29,200 |
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 | $181,351 | $104,631+73.3% | $98,462+84.2% | $80,187+126.2% |
| Participation rate | 94.3% | 87.5%+6.8pp | 75.2%+19.2pp | 72.9%+21.4pp |
| Annual return | 19.39% | 34.72%-15.3pp | 21.20%-1.8pp | 40.40%-21.0pp |
| Employer contribution / active EE | $7,075 | $4,517+56.6% | $3,049+132.1% | $2,980+137.4% |
| Participant deferral / active EE | $12,273 | $6,545+87.5% | $4,738+159.0% | $5,016+144.7% |
| Admin fee / account holder | $54 | $105-48.9% | $8,875-99.4% | $145-63.1% |