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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,266 |
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 | $135,605 | $95,417+42.1% | $135,974-0.3% | $74,460+82.1% |
| Participation rate | 90.0% | 78.2%+11.8pp | 81.9%+8.1pp | 70.7%+19.3pp |
| Annual return | 27.40% | 32.76%-5.4pp | 68.30%-40.9pp | 34.38%-7.0pp |
| Employer contribution / active EE | $4,347 | $3,878+12.1% | $4,859-10.5% | $2,638+64.8% |
| Participant deferral / active EE | $19,382 | $7,789+148.8% | $7,760+149.8% | $4,530+327.9% |
| Admin fee / account holder | $5 | $266-98.2% | $10,767-100.0% | $348-98.7% |