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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $152,696 |
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 | $55,103 | $93,773-41.2% | $125,401-56.1% | $78,104-29.4% |
| Participation rate | 93.8% | 75.6%+18.2pp | 82.4%+11.4pp | 74.5%+19.3pp |
| Annual return | -8.52% | 277.78%-286.3pp | 572.53%-581.1pp | 10.90%-19.4pp |
| Employer contribution / active EE | $4,156 | $3,678+13.0% | $4,816-13.7% | $3,128+32.9% |
| Participant deferral / active EE | $12,876 | $6,971+84.7% | $7,448+72.9% | $5,089+153.0% |
| Admin fee / account holder | $15 | $67-77.5% | $10,008-99.8% | $79-80.9% |