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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $89,310 |
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 | $88,716 | $91,394-2.9% | $130,026-31.8% | $74,440+19.2% |
| Participation rate | 91.1% | 77.8%+13.3pp | 78.5%+12.6pp | 70.7%+20.4pp |
| Annual return | 20.17% | 23.20%-3.0pp | -137.26%+157.4pp | 34.37%-14.2pp |
| Employer contribution / active EE | $3,163 | $2,565+23.3% | $4,321-26.8% | $2,638+19.9% |
| Participant deferral / active EE | $11,083 | $4,721+134.8% | $5,821+90.4% | $4,529+144.7% |
| Admin fee / account holder | $68 | $284-75.9% | $10,608-99.4% | $348-80.3% |