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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $9,445 |
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 | $146,558 | $102,661+42.8% | $151,645-3.4% | $66,949+118.9% |
| Participation rate | 86.5% | 85.5%+1.0pp | 87.5%-1.0pp | 69.8%+16.7pp |
| Annual return | -16.57% | -10.81%-5.8pp | 3.34%-19.9pp | 1.57%-18.1pp |
| Employer contribution / active EE | $0 | $4,184-100.0% | $6,165-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $12,383 | $6,645+86.3% | $8,363+48.1% | $4,239+192.1% |
| Admin fee / account holder | $42 | $630-93.3% | $11,614-99.6% | $594-92.9% |