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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,552 |
Employer contribution per participant 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 | $29,317 | $84,499-65.3% | $125,391-76.6% | $66,949-56.2% |
| Participation rate | 91.6% | 76.4%+15.2pp | 82.4%+9.2pp | 69.8%+21.8pp |
| Annual return | -15.70% | -8.49%-7.2pp | 572.41%-588.1pp | 1.57%-17.3pp |
| Employer contribution / active EE | $105 | $3,554-97.0% | $4,816-97.8% | $2,545-95.9% |
| Participant deferral / active EE | $11,010 | $6,785+62.3% | $7,448+47.8% | $4,239+159.7% |
| Admin fee / account holder | $128 | $685-81.4% | $10,009-98.7% | $594-78.5% |