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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $47,283 |
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 | $84,590 | $90,064-6.1% | $100,392-15.7% | $77,736+8.8% |
| Participation rate | 79.6% | 81.3%-1.7pp | 81.5%-1.9pp | 70.6%+9.0pp |
| Annual return | 19.02% | 20.61%-1.6pp | 49.45%-30.4pp | 31.26%-12.2pp |
| Employer contribution / active EE | $727 | $3,043-76.1% | $3,941-81.6% | $2,728-73.4% |
| Participant deferral / active EE | $16,567 | $8,282+100.0% | $8,090+104.8% | $4,651+256.2% |
| Admin fee / account holder | $116 | $172-32.6% | $7,904-98.5% | $433-73.3% |