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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 | $83,023+243.2% | $102,437+178.1% | $77,762+266.4% |
| Participation rate | 96.7% | 71.5%+25.1pp | 74.5%+22.2pp | 70.6%+26.1pp |
| Annual return | 16.19% | 19.12%-2.9pp | 24.95%-8.8pp | 31.27%-15.1pp |
| Employer contribution / active EE | $8,037 | $3,552+126.2% | $3,871+107.6% | $2,728+194.6% |
| Participant deferral / active EE | $12,107 | $4,110+194.6% | $5,060+139.3% | $4,651+160.3% |
| Admin fee / account holder | $65 | $639-89.9% | $8,388-99.2% | $433-85.1% |