Filed December 12, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $97,351 |
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 | $37,544 | $61,756-39.2% | $70,098-46.4% | $77,906-51.8% |
| Participation rate | 89.8% | 79.9%+9.9pp | 70.5%+19.3pp | 73.7%+16.1pp |
| Annual return | -17.94% | -11.86%-6.1pp | 190.76%-208.7pp | 12.16%-30.1pp |
| Employer contribution / active EE | $2,451 | $2,706-9.4% | $2,560-4.3% | $2,846-13.9% |
| Participant deferral / active EE | $4,547 | $3,977+14.3% | $3,849+18.1% | $4,805-5.4% |
| Admin fee / account holder | $33 | $101-67.4% | $6,266-99.5% | $133-75.1% |