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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,967 |
Annual investment return 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 | $72,896 | $82,188-11.3% | $125,401-41.9% | $64,829+12.4% |
| Participation rate | 96.9% | 77.9%+19.0pp | 82.4%+14.5pp | 71.5%+25.4pp |
| Annual return | -18.45% | 3.50%-21.9pp | 572.53%-591.0pp | 32.85%-51.3pp |
| Employer contribution / active EE | $6,685 | $3,617+84.8% | $4,816+38.8% | $2,507+166.6% |
| Participant deferral / active EE | $12,265 | $7,177+70.9% | $7,448+64.7% | $4,312+184.5% |
| Admin fee / account holder | $18 | $163-89.0% | $10,008-99.8% | $188-90.4% |