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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $60,806 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,743 | $96,458-87.8% | $136,298-91.4% | $77,958-84.9% |
| Participation rate | 87.8% | 75.4%+12.4pp | 81.9%+5.9pp | 71.6%+16.1pp |
| Annual return | 24.00% | 23.78%+0.2pp | 5156.27%-5132.3pp | 20.87%+3.1pp |
| Employer contribution / active EE | $374 | $3,144-88.1% | $4,696-92.0% | $2,310-83.8% |
| Participant deferral / active EE | $2,251 | $5,902-61.9% | $6,247-64.0% | $3,537-36.3% |
| Admin fee / account holder | $54 | $80-33.0% | $9,244-99.4% | $97-44.7% |