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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $85,585 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $64,467 | $100,179-35.6% | $84,029-23.3% | $89,609-28.1% |
| Participation rate | 70.5% | 54.1%+16.4pp | 69.0%+1.5pp | 69.6%+1.0pp |
| Annual return | 6.46% | 22.50%-16.0pp | 71.32%-64.9pp | 33.65%-27.2pp |
| Employer contribution / active EE | $1,665 | $816+103.9% | $1,984-16.1% | $2,584-35.6% |
| Participant deferral / active EE | $2,214 | $1,459+51.7% | $3,239-31.6% | $4,222-47.6% |
| Admin fee / account holder | $3 | $72-96.5% | $6,102-100.0% | $72-96.5% |