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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $21,843 |
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 | $61,289 | $106,247-42.3% | $147,096-58.3% | $77,714-21.1% |
| Participation rate | 93.0% | 78.4%+14.6pp | 82.2%+10.8pp | 70.6%+22.4pp |
| Annual return | 40.96% | 56.87%-15.9pp | 419.75%-378.8pp | 31.26%+9.7pp |
| Employer contribution / active EE | $6,191 | $4,069+52.1% | $4,936+25.4% | $2,727+127.0% |
| Participant deferral / active EE | $11,684 | $7,996+46.1% | $8,071+44.8% | $4,649+151.3% |
| Admin fee / account holder | $35 | $338-89.7% | $13,005-99.7% | $433-91.9% |