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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,045 |
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 | $116,587 | $73,459+58.7% | $178,528-34.7% | $74,429+56.6% |
| Participation rate | 88.2% | 66.5%+21.7pp | 77.1%+11.1pp | 67.2%+21.0pp |
| Annual return | 15.14% | 17.50%-2.4pp | 27.11%-12.0pp | 1368.38%-1353.2pp |
| Employer contribution / active EE | $4,396 | $2,219+98.1% | $3,950+11.3% | $2,625+67.5% |
| Participant deferral / active EE | $7,100 | $4,515+57.3% | $6,278+13.1% | $4,348+63.3% |
| Admin fee / account holder | $14 | $1,812-99.2% | $10,419-99.9% | $1,944-99.3% |