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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $133,048 |
Service code 16 · EIN 26-0058143 | Consulting | $85,000 |
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 | $182,204 | $104,631+74.1% | $98,462+85.0% | $80,187+127.2% |
| Participation rate | 99.8% | 87.5%+12.3pp | 75.2%+24.6pp | 72.9%+26.9pp |
| Annual return | 19.81% | 34.72%-14.9pp | 21.20%-1.4pp | 40.40%-20.6pp |
| Employer contribution / active EE | $7,695 | $4,517+70.4% | $3,049+152.4% | $2,980+158.3% |
| Participant deferral / active EE | $12,051 | $6,545+84.1% | $4,738+154.3% | $5,016+140.2% |
| Admin fee / account holder | $51 | $105-51.3% | $8,875-99.4% | $145-64.8% |