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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,295 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $77,918 | $65,437+19.1% | $86,698-10.1% | $66,949+16.4% |
| Participation rate | 71.5% | 75.5%-3.9pp | 76.6%-5.1pp | 69.8%+1.7pp |
| Annual return | -10.57% | -10.91%+0.3pp | 35.96%-46.5pp | 1.57%-12.1pp |
| Employer contribution / active EE | $1,725 | $2,154-19.9% | $2,837-39.2% | $2,545-32.2% |
| Participant deferral / active EE | $7,563 | $4,102+84.4% | $4,656+62.4% | $4,239+78.4% |
| Admin fee / account holder | $46 | $642-92.8% | $7,492-99.4% | $594-92.2% |