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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $118,089 |
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 | $70,933 | $71,142-0.3% | $119,622-40.7% | $64,819+9.4% |
| Participation rate | 90.3% | 78.6%+11.7pp | 79.3%+11.0pp | 71.5%+18.8pp |
| Annual return | -15.45% | -10.01%-5.4pp | -14.98%-0.5pp | 32.84%-48.3pp |
| Employer contribution / active EE | $2,938 | $2,497+17.6% | $4,232-30.6% | $2,507+17.2% |
| Participant deferral / active EE | $10,116 | $4,490+125.3% | $5,601+80.6% | $4,311+134.7% |
| Admin fee / account holder | $88 | $162-45.8% | $10,328-99.1% | $188-53.3% |