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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,105 |
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 | $133,827 | $93,598+43.0% | $135,974-1.6% | $75,173+78.0% |
| Participation rate | 87.8% | 75.2%+12.6pp | 81.9%+5.9pp | 67.2%+20.6pp |
| Annual return | 20.39% | 30.89%-10.5pp | 68.30%-47.9pp | 160.72%-140.3pp |
| Employer contribution / active EE | $4,742 | $3,538+34.0% | $4,859-2.4% | $2,671+77.5% |
| Participant deferral / active EE | $12,173 | $6,405+90.0% | $7,760+56.9% | $4,126+195.0% |
| Admin fee / account holder | $9 | $6,978-99.9% | $10,767-99.9% | $5,651-99.8% |