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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,682 |
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 | $48,657 | $99,168-50.9% | $96,534-49.6% | $74,460-34.7% |
| Participation rate | 87.1% | 80.7%+6.4pp | 76.0%+11.1pp | 70.7%+16.4pp |
| Annual return | 23.44% | 22.40%+1.0pp | 25.88%-2.4pp | 34.38%-10.9pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $2,965-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $4,417 | $4,936-10.5% | $4,851-8.9% | $4,530-2.5% |
| Admin fee / account holder | $15 | $225-93.2% | $8,253-99.8% | $348-95.6% |