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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $13,390 |
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 | $133,551 | $62,267+114.5% | $110,243+21.1% | $55,725+139.7% |
| Participation rate | 81.4% | 78.1%+3.3pp | 79.8%+1.6pp | 70.9%+10.6pp |
| Annual return | -24.53% | -1.07%-23.5pp | 314.76%-339.3pp | 244.93%-269.5pp |
| Employer contribution / active EE | $8,151 | $1,941+319.9% | $3,827+113.0% | $2,078+292.2% |
| Participant deferral / active EE | $13,704 | $3,516+289.8% | $4,672+193.3% | $3,356+308.4% |
| Admin fee / account holder | $15 | $121-87.9% | $8,548-99.8% | $115-87.3% |