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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,901 |
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 | $51,662 | $79,169-34.7% | $100,415-48.6% | $74,478-30.6% |
| Participation rate | 93.6% | 79.4%+14.2pp | 81.5%+12.1pp | 67.2%+26.4pp |
| Annual return | 33.99% | 20.51%+13.5pp | 49.47%-15.5pp | 1370.56%-1336.6pp |
| Employer contribution / active EE | $4,801 | $3,017+59.1% | $3,943+21.8% | $2,626+82.8% |
| Participant deferral / active EE | $12,735 | $7,751+64.3% | $8,091+57.4% | $4,350+192.7% |
| Admin fee / account holder | $28 | $1,337-97.9% | $7,906-99.6% | $1,946-98.6% |