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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $60,484 |
PENSION ASSURANCE LLP1 year Service code 10 · EIN 30-0840934 | Accounting | $8,862 |
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 | $73,301 | $106,110-30.9% | $147,005-50.1% | $77,671-5.6% |
| Participation rate | 97.2% | 78.4%+18.8pp | 82.2%+15.1pp | 70.6%+26.7pp |
| Annual return | 24.95% | 56.77%-31.8pp | 418.76%-393.8pp | 31.21%-6.3pp |
| Employer contribution / active EE | $5,378 | $4,065+32.3% | $4,934+9.0% | $2,726+97.2% |
| Participant deferral / active EE | $12,270 | $7,992+53.5% | $8,070+52.0% | $4,648+164.0% |
| Admin fee / account holder | $132 | $338-60.8% | $13,006-99.0% | $430-69.3% |