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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$29,814 |
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 | $123,480 | $74,347+66.1% | $93,621+31.9% | $67,584+82.7% |
| Participation rate | 99.5% | 80.6%+18.9pp | 75.8%+23.6pp | 71.3%+28.2pp |
| Annual return | 22.86% | 28.07%-5.2pp | 32.76%-9.9pp | 378.59%-355.7pp |
| Employer contribution / active EE | $8,373 | $2,583+224.2% | $2,719+208.0% | $2,148+289.8% |
| Participant deferral / active EE | $11,695 | $4,060+188.1% | $4,070+187.4% | $3,540+230.4% |
| Admin fee / account holder | -$20 | $123-116.3% | $7,890-100.3% | $142-114.1% |