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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 | $78,976-34.6% | $100,383-48.5% | $74,546-30.7% |
| Participation rate | 93.6% | 79.5%+14.1pp | 81.5%+12.1pp | 67.2%+26.4pp |
| Annual return | 33.99% | 20.62%+13.4pp | 49.26%-15.3pp | 1366.03%-1332.0pp |
| Employer contribution / active EE | $4,801 | $3,019+59.0% | $3,944+21.7% | $2,624+82.9% |
| Participant deferral / active EE | $12,735 | $7,758+64.2% | $8,086+57.5% | $4,347+192.9% |
| Admin fee / account holder | $28 | $1,330-97.9% | $7,900-99.6% | $1,944-98.6% |