| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $228,261 |
HYAS GROUP, LLC9+ years Service code 16 · EIN 26-2924761 | Consulting | $50,721 |
VENABLE LLP2 years Service code 29 · EIN 52-0517250 | Legal | $43,475 |
MOSS ADAMS LLP8 years Service code 10 · EIN 91-0189318 | Accounting | $34,830 |
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 | $159,948 | $107,415+48.9% | $135,998+17.6% | $80,187+99.5% |
| Participation rate | 89.9% | 78.0%+11.9pp | 81.9%+8.0pp | 72.9%+17.0pp |
| Annual return | 18.78% | 91.99%-73.2pp | 68.37%-49.6pp | 40.40%-21.6pp |
| Employer contribution / active EE | $2,481 | $3,878-36.0% | $4,860-48.9% | $2,980-16.7% |
| Participant deferral / active EE | $12,565 | $8,189+53.4% | $7,761+61.9% | $5,016+150.5% |
| Admin fee / account holder | $59 | $127-53.9% | $10,769-99.5% | $145-59.6% |