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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,947 |
Annual investment return 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 | $76,060 | $71,142+6.9% | $119,628-36.4% | $64,829+17.3% |
| Participation rate | 96.3% | 78.6%+17.7pp | 79.3%+17.0pp | 71.5%+24.8pp |
| Annual return | -18.09% | -10.01%-8.1pp | -14.98%-3.1pp | 32.85%-50.9pp |
| Employer contribution / active EE | $2,019 | $2,497-19.2% | $4,232-52.3% | $2,507-19.5% |
| Participant deferral / active EE | $6,080 | $4,490+35.4% | $5,601+8.6% | $4,312+41.0% |
| Admin fee / account holder | $10 | $162-93.9% | $10,330-99.9% | $188-94.7% |