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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $969 |
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 | $67,313 | $91,474-26.4% | $135,982-50.5% | $71,529-5.9% |
| Participation rate | 83.5% | 75.7%+7.8pp | 81.9%+1.6pp | 67.9%+15.5pp |
| Annual return | 23.79% | 29.89%-6.1pp | 68.32%-44.5pp | 28.97%-5.2pp |
| Employer contribution / active EE | $2 | $3,705-100.0% | $4,859-100.0% | $2,590-99.9% |
| Participant deferral / active EE | $7,490 | $7,095+5.6% | $7,760-3.5% | $4,291+74.5% |
| Admin fee / account holder | $18 | $1,267-98.6% | $10,767-99.8% | $1,588-98.9% |