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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$11,187 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $130,877 | $85,135+53.7% | $98,920+32.3% | $73,415+78.3% |
| Participation rate | 89.4% | 81.1%+8.3pp | 76.0%+13.4pp | 72.2%+17.3pp |
| Annual return | 5.25% | 19.14%-13.9pp | 196.47%-191.2pp | 59.30%-54.1pp |
| Employer contribution / active EE | $8,294 | $2,721+204.8% | $2,689+208.4% | $2,234+271.3% |
| Participant deferral / active EE | $11,901 | $4,349+173.6% | $4,245+180.3% | $3,806+212.7% |
| Admin fee / account holder | -$8 | $139-105.9% | $6,643-100.1% | $158-105.2% |