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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,950 |
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 | $96,389 | $61,356+57.1% | $149,696-35.6% | $71,511+34.8% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 20.38% | 35.86%-15.5pp | 134.46%-114.1pp | 28.86%-8.5pp |
| Employer contribution / active EE | $3,696 | $2,382+55.2% | $4,821-23.3% | $2,589+42.7% |
| Participant deferral / active EE | $11,970 | $2,920+310.0% | $5,682+110.7% | $4,291+179.0% |
| Admin fee / account holder | $128 | $1,263-89.9% | $13,212-99.0% | $1,588-92.0% |