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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,052,318 |
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 | $72,380 | $96,393-24.9% | $76,891-5.9% | $96,393-24.9% |
| Participation rate | 80.4% | 71.3%+9.2pp | 69.6%+10.8pp | 71.3%+9.2pp |
| Annual return | 19.01% | 22.88%-3.9pp | 37.91%-18.9pp | 22.88%-3.9pp |
| Employer contribution / active EE | $2,955 | $3,239-8.8% | $2,534+16.6% | $3,239-8.8% |
| Participant deferral / active EE | $4,034 | $5,455-26.1% | $3,833+5.2% | $5,455-26.1% |
| Admin fee / account holder | $45 | $74-38.9% | $5,488-99.2% | $74-38.9% |