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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$93,950 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,265 | $100,805+18.3% | $86,698+37.6% | $134,532-11.3% |
| Participation rate | 90.0% | 79.0%+11.0pp | 76.6%+13.4pp | 81.2%+8.8pp |
| Annual return | -40.79% | 29.09%-69.9pp | 35.95%-76.7pp | 418.27%-459.1pp |
| Employer contribution / active EE | $12,309 | $3,490+252.7% | $2,837+333.9% | $4,741+159.6% |
| Participant deferral / active EE | $34,450 | $5,339+545.2% | $4,656+639.9% | $6,401+438.2% |
| Admin fee / account holder | -$370 | $10,925-103.4% | $7,493-104.9% | $11,429-103.2% |