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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $26,110 |
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 | $8,695 | $44,473-80.4% | $76,518-88.6% | $55,725-84.4% |
| Participation rate | 88.0% | 51.0%+37.1pp | 68.0%+20.0pp | 70.9%+17.2pp |
| Annual return | 6.73% | -2.01%+8.7pp | -0.27%+7.0pp | 244.93%-238.2pp |
| Employer contribution / active EE | $208 | $1,101-81.1% | $2,647-92.1% | $2,078-90.0% |
| Participant deferral / active EE | $2,918 | $1,988+46.8% | $3,836-23.9% | $3,356-13.0% |
| Admin fee / account holder | $76 | $134-43.2% | $4,849-98.4% | $115-33.9% |