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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $747 |
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 | $38,295 | $69,477-44.9% | $94,679-59.6% | $71,495-46.4% |
| Participation rate | 85.7% | 78.4%+7.3pp | 80.8%+4.9pp | 67.9%+17.8pp |
| Annual return | 41.82% | 29.66%+12.2pp | 156.75%-114.9pp | 28.85%+13.0pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,673-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $11,850 | $7,345+61.3% | $7,417+59.8% | $4,291+176.2% |
| Admin fee / account holder | $21 | $1,210-98.3% | $7,233-99.7% | $1,588-98.7% |