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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $35,215 |
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 | $50,595 | $82,163-38.4% | $125,381-59.6% | $64,819-21.9% |
| Participation rate | 74.9% | 77.9%-3.0pp | 82.4%-7.5pp | 71.5%+3.4pp |
| Annual return | -5.85% | 3.49%-9.3pp | 572.31%-578.2pp | 32.84%-38.7pp |
| Employer contribution / active EE | $6,191 | $3,616+71.2% | $4,815+28.6% | $2,507+147.0% |
| Participant deferral / active EE | $12,817 | $7,175+78.6% | $7,448+72.1% | $4,311+197.3% |
| Admin fee / account holder | $100 | $163-38.7% | $10,007-99.0% | $188-46.7% |