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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $27,613 |
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 | $21,482 | $56,503-62.0% | $69,884-69.3% | $64,819-66.9% |
| Participation rate | 70.4% | 70.5%-0.1pp | 70.5%-0.1pp | 71.5%-1.1pp |
| Annual return | -16.76% | -13.44%-3.3pp | 190.81%-207.6pp | 32.84%-49.6pp |
| Employer contribution / active EE | $1,004 | $2,046-50.9% | $2,560-60.8% | $2,507-59.9% |
| Participant deferral / active EE | $2,553 | $3,389-24.7% | $3,848-33.7% | $4,311-40.8% |
| Admin fee / account holder | $45 | $160-72.1% | $6,266-99.3% | $188-76.2% |