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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $38,209 |
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 | $61,036 | $95,417-36.0% | $135,974-55.1% | $74,460-18.0% |
| Participation rate | 95.1% | 78.2%+16.9pp | 81.9%+13.2pp | 70.7%+24.3pp |
| Annual return | 25.17% | 32.76%-7.6pp | 68.30%-43.1pp | 34.38%-9.2pp |
| Employer contribution / active EE | $5,061 | $3,878+30.5% | $4,859+4.2% | $2,638+91.8% |
| Participant deferral / active EE | $11,285 | $7,789+44.9% | $7,760+45.4% | $4,530+149.1% |
| Admin fee / account holder | $92 | $266-65.6% | $10,767-99.1% | $348-73.7% |