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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,163 |
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 | $36,631 | $91,474-60.0% | $135,982-73.1% | $71,529-48.8% |
| Participation rate | 96.2% | 75.7%+20.5pp | 81.9%+14.3pp | 67.9%+28.3pp |
| Annual return | 23.25% | 29.89%-6.6pp | 68.32%-45.1pp | 28.97%-5.7pp |
| Employer contribution / active EE | $273 | $3,705-92.6% | $4,859-94.4% | $2,590-89.5% |
| Participant deferral / active EE | $14,138 | $7,095+99.3% | $7,760+82.2% | $4,291+229.5% |
| Admin fee / account holder | $28 | $1,267-97.8% | $10,767-99.7% | $1,588-98.3% |