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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $596 |
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 | $157,970 | $79,694+98.2% | $96,192+64.2% | $79,389+99.0% |
| Participation rate | 95.2% | 54.0%+41.2pp | 68.4%+26.7pp | 70.7%+24.5pp |
| Annual return | 8.86% | 40.84%-32.0pp | 192.09%-183.2pp | 116.89%-108.0pp |
| Employer contribution / active EE | $21,097 | $1,443+1361.8% | $2,799+653.6% | $2,428+769.0% |
| Participant deferral / active EE | $17,129 | $2,539+574.7% | $4,351+293.7% | $4,046+323.4% |
| Admin fee / account holder | $3 | $630-99.5% | $5,539-99.9% | $626-99.5% |