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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $722,603 |
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 | $238,235 | $126,505+88.3% | $113,397+110.1% | $126,505+88.3% |
| Participation rate | 97.2% | 81.0%+16.2pp | 76.5%+20.7pp | 81.0%+16.2pp |
| Annual return | 11.94% | 14.86%-2.9pp | 23.20%-11.3pp | 14.86%-2.9pp |
| Employer contribution / active EE | $5,097 | $4,041+26.1% | $2,977+71.2% | $4,041+26.1% |
| Participant deferral / active EE | $8,854 | $6,313+40.2% | $5,076+74.4% | $6,313+40.2% |
| Admin fee / account holder | $56 | $145-61.3% | $11,957-99.5% | $145-61.3% |