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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $110,966 |
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 | $132,439 | $92,121+43.8% | $105,591+25.4% | $77,692+70.5% |
| Participation rate | 98.3% | 81.0%+17.3pp | 75.3%+23.0pp | 70.6%+27.7pp |
| Annual return | 23.01% | 17.84%+5.2pp | 116.43%-93.4pp | 31.25%-8.2pp |
| Employer contribution / active EE | $10,527 | $3,370+212.4% | $3,166+232.5% | $2,726+286.2% |
| Participant deferral / active EE | $16,355 | $5,388+203.5% | $5,008+226.5% | $4,648+251.8% |
| Admin fee / account holder | $103 | $219-53.1% | $11,024-99.1% | $431-76.1% |