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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $176,724 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,648 | $37,418+38.0% | $77,096-33.0% | $77,906-33.7% |
| Participation rate | 93.5% | 46.9%+46.6pp | 67.9%+25.6pp | 73.7%+19.8pp |
| Annual return | -16.58% | -7.13%-9.5pp | 42.35%-58.9pp | 12.16%-28.7pp |
| Employer contribution / active EE | $3,089 | $1,200+157.5% | $2,814+9.8% | $2,846+8.5% |
| Participant deferral / active EE | $3,647 | $2,572+41.8% | $4,429-17.6% | $4,805-24.1% |
| Admin fee / account holder | $50 | $126-60.6% | $5,428-99.1% | $133-62.5% |