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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,650 |
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 | $122,603 | $81,948+49.6% | $90,760+35.1% | $64,819+89.1% |
| Participation rate | 79.3% | 80.5%-1.1pp | 75.7%+3.7pp | 71.5%+7.9pp |
| Annual return | -18.30% | -12.53%-5.8pp | -12.16%-6.1pp | 32.84%-51.1pp |
| Employer contribution / active EE | $1,890 | $3,067-38.4% | $2,922-35.3% | $2,507-24.6% |
| Participant deferral / active EE | $7,336 | $4,844+51.5% | $4,565+60.7% | $4,311+70.2% |
| Admin fee / account holder | $6 | $157-96.3% | $8,444-99.9% | $188-96.9% |