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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 | $79,181-41.4% | $102,423-54.7% | $74,429-37.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 19.33% | 54.97%-35.6pp | 29.42%-10.1pp | 1368.38%-1349.1pp |
| Employer contribution / active EE | $9,219 | $2,362+290.4% | $3,023+205.0% | $2,625+251.2% |
| Participant deferral / active EE | $18,819 | $4,416+326.1% | $5,054+272.3% | $4,348+332.8% |
| Admin fee / account holder | $17 | $2,002-99.2% | $9,455-99.8% | $1,944-99.1% |