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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $9,956 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,818 | $87,621-63.7% | $86,460-63.2% | $77,906-59.2% |
| Participation rate | 94.3% | 85.8%+8.5pp | 80.3%+14.0pp | 73.7%+20.6pp |
| Annual return | -6.01% | -13.90%+7.9pp | 4399.82%-4405.8pp | 12.16%-18.2pp |
| Employer contribution / active EE | $1,989 | $3,474-42.7% | $3,771-47.2% | $2,846-30.1% |
| Participant deferral / active EE | $10,928 | $8,645+26.4% | $6,954+57.1% | $4,805+127.4% |
| Admin fee / account holder | $3 | $85-96.4% | $6,727-100.0% | $133-97.7% |