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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 | $83,002+18.4% | $98,090+0.2% | $64,097+53.4% |
| Participation rate | 91.5% | 75.0%+16.5pp | 81.5%+10.0pp | 55.2%+36.3pp |
| Annual return | 43.67% | 38.51%+5.2pp | 37.05%+6.6pp | 34.64%+9.0pp |
| Employer contribution / active EE | $1 | $2,749-100.0% | $3,606-100.0% | $1,891-99.9% |
| Participant deferral / active EE | $22,201 | $6,787+227.1% | $7,845+183.0% | $3,080+620.8% |
| Admin fee / account holder | $140 | $3,015-95.3% | $11,815-98.8% | $3,454-95.9% |