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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $63,553 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,395 | $71,957-55.0% | $67,652-52.1% | $59,188-45.3% |
| Participation rate | 95.9% | 82.7%+13.3pp | 75.7%+20.3pp | 69.4%+26.5pp |
| Annual return | 4.95% | 8.53%-3.6pp | 6625.40%-6620.4pp | 5.51%-0.6pp |
| Employer contribution / active EE | $2,462 | $2,432+1.2% | $2,266+8.7% | $2,098+17.4% |
| Participant deferral / active EE | $5,891 | $4,211+39.9% | $3,560+65.5% | $3,265+80.4% |
| Admin fee / account holder | $29 | $64-55.0% | $4,821-99.4% | $92-68.7% |