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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $127,189 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $46,706 | $144,879-67.8% | $111,308-58.0% | $93,010-49.8% |
| Participation rate | 95.5% | 86.1%+9.3pp | 77.3%+18.1pp | 73.9%+21.6pp |
| Annual return | 13.88% | 18.11%-4.2pp | 54.67%-40.8pp | 158.70%-144.8pp |
| Employer contribution / active EE | $2,213 | $3,052-27.5% | $2,732-19.0% | $2,705-18.2% |
| Participant deferral / active EE | $3,728 | $5,576-33.1% | $4,487-16.9% | $4,561-18.3% |
| Admin fee / account holder | $83 | $104-19.5% | $7,965-99.0% | $152-45.1% |