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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $36,548 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $75,601 | $89,282-15.3% | $94,679-20.1% | $74,440+1.6% |
| Participation rate | 90.5% | 82.4%+8.1pp | 80.8%+9.7pp | 70.7%+19.8pp |
| Annual return | 22.44% | 25.96%-3.5pp | 156.75%-134.3pp | 34.37%-11.9pp |
| Employer contribution / active EE | $0 | $3,022-100.0% | $3,673-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $15,799 | $8,425+87.5% | $7,417+113.0% | $4,529+248.9% |
| Admin fee / account holder | $82 | $219-62.4% | $7,233-98.9% | $348-76.4% |