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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,493 |
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 | $46,425 | $79,223-41.4% | $102,460-54.7% | $74,478-37.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 19.33% | 54.98%-35.6pp | 29.47%-10.1pp | 1370.56%-1351.2pp |
| Employer contribution / active EE | $9,219 | $2,363+290.1% | $3,025+204.7% | $2,626+251.0% |
| Participant deferral / active EE | $18,819 | $4,417+326.0% | $5,056+272.2% | $4,350+332.6% |
| Admin fee / account holder | $17 | $2,003-99.2% | $9,460-99.8% | $1,946-99.1% |