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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $17,842 |
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 | $84,307 | $91,474-7.8% | $135,982-38.0% | $71,529+17.9% |
| Participation rate | 86.9% | 75.7%+11.2pp | 81.9%+4.9pp | 67.9%+18.9pp |
| Annual return | 24.95% | 29.89%-4.9pp | 68.32%-43.4pp | 28.97%-4.0pp |
| Employer contribution / active EE | $5,008 | $3,705+35.2% | $4,859+3.1% | $2,590+93.4% |
| Participant deferral / active EE | $11,707 | $7,095+65.0% | $7,760+50.9% | $4,291+172.8% |
| Admin fee / account holder | $122 | $1,267-90.4% | $10,767-98.9% | $1,588-92.3% |