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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $42,518 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,653 | $80,005-25.4% | $140,019-57.4% | $55,725+7.0% |
| Participation rate | 93.4% | 87.0%+6.4pp | 87.5%+5.9pp | 70.9%+22.6pp |
| Annual return | -6.69% | 0.46%-7.1pp | 651.17%-657.9pp | 244.93%-251.6pp |
| Employer contribution / active EE | $4,160 | $3,403+22.3% | $5,605-25.8% | $2,078+100.2% |
| Participant deferral / active EE | $8,144 | $5,264+54.7% | $6,927+17.6% | $3,356+142.7% |
| Admin fee / account holder | $112 | $116-3.1% | $10,705-99.0% | $115-2.7% |