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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 | $106,230-42.3% | $147,080-58.3% | $77,736-21.2% |
| Participation rate | 93.0% | 78.4%+14.6pp | 82.2%+10.8pp | 70.6%+22.4pp |
| Annual return | 40.96% | 56.91%-15.9pp | 420.17%-379.2pp | 31.26%+9.7pp |
| Employer contribution / active EE | $6,191 | $4,072+52.0% | $4,933+25.5% | $2,728+127.0% |
| Participant deferral / active EE | $11,684 | $8,001+46.0% | $8,066+44.9% | $4,651+151.2% |
| Admin fee / account holder | $35 | $338-89.7% | $12,989-99.7% | $433-91.9% |