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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $52,691 |
Employer contribution per participant 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 | $72,419 | $78,781-8.1% | $100,530-28.0% | $73,412-1.4% |
| Participation rate | 79.8% | 80.0%-0.2pp | 79.4%+0.4pp | 72.2%+7.6pp |
| Annual return | 28.61% | 31.69%-3.1pp | 30.89%-2.3pp | 59.30%-30.7pp |
| Employer contribution / active EE | $0 | $2,420-100.0% | $3,418-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $12,488 | $6,537+91.0% | $6,271+99.1% | $3,806+228.1% |
| Admin fee / account holder | $121 | $145-16.4% | $8,083-98.5% | $158-23.1% |