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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $26,839 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $284,896 | $82,972+243.4% | $103,374+175.6% | $77,671+266.8% |
| Participation rate | 96.7% | 71.5%+25.1pp | 74.5%+22.2pp | 70.6%+26.1pp |
| Annual return | 16.19% | 19.14%-3.0pp | 24.89%-8.7pp | 31.21%-15.0pp |
| Employer contribution / active EE | $8,037 | $3,554+126.1% | $3,869+107.7% | $2,726+194.8% |
| Participant deferral / active EE | $12,107 | $4,108+194.7% | $5,058+139.4% | $4,648+160.5% |
| Admin fee / account holder | $65 | $639-89.9% | $8,394-99.2% | $430-85.0% |