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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $213 |
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 | $102,077 | $84,499+20.8% | $125,391-18.6% | $66,949+52.5% |
| Participation rate | 99.5% | 76.4%+23.1pp | 82.4%+17.2pp | 69.8%+29.7pp |
| Annual return | -18.83% | -8.49%-10.3pp | 572.41%-591.2pp | 1.57%-20.4pp |
| Employer contribution / active EE | $7,765 | $3,554+118.5% | $4,816+61.3% | $2,545+205.1% |
| Participant deferral / active EE | $12,900 | $6,785+90.1% | $7,448+73.2% | $4,239+204.3% |
| Admin fee / account holder | $11 | $685-98.4% | $10,009-99.9% | $594-98.1% |