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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $38,621 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $98,305 | $82,879+18.6% | $96,576+1.8% | $67,986+44.6% |
| Participation rate | 91.5% | 75.2%+16.4pp | 81.4%+10.1pp | 57.2%+34.3pp |
| Annual return | 43.67% | 36.90%+6.8pp | 38.47%+5.2pp | 31.67%+12.0pp |
| Employer contribution / active EE | $1 | $2,727-100.0% | $3,553-100.0% | $2,019-99.9% |
| Participant deferral / active EE | $22,201 | $6,976+218.3% | $7,956+179.0% | $3,358+561.1% |
| Admin fee / account holder | $140 | $2,783-95.0% | $11,381-98.8% | $3,203-95.6% |