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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $18,830 |
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 | $43,552 | $69,511-37.3% | $94,664-54.0% | $71,511-39.1% |
| Participation rate | 93.9% | 78.4%+15.5pp | 80.8%+13.1pp | 67.9%+26.0pp |
| Annual return | 53.53% | 29.67%+23.9pp | 156.84%-103.3pp | 28.86%+24.7pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,673-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $18,922 | $7,348+157.5% | $7,417+155.1% | $4,291+341.0% |
| Admin fee / account holder | $71 | $1,211-94.1% | $7,222-99.0% | $1,588-95.5% |