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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $255,465 |
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 | $79,220 | $121,599-34.9% | $135,998-41.7% | $103,657-23.6% |
| Participation rate | 95.9% | 76.2%+19.7pp | 81.9%+13.9pp | 73.4%+22.5pp |
| Annual return | 33.21% | 26.09%+7.1pp | 68.37%-35.2pp | 33.13%+0.1pp |
| Employer contribution / active EE | $4,495 | $4,627-2.9% | $4,860-7.5% | $3,216+39.8% |
| Participant deferral / active EE | $15,724 | $7,782+102.1% | $7,761+102.6% | $5,218+201.3% |
| Admin fee / account holder | $20 | $76-73.9% | $10,769-99.8% | $114-82.7% |