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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $72,604 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,363 | $82,163-70.3% | $125,381-80.6% | $64,819-62.4% |
| Participation rate | 97.4% | 77.9%+19.6pp | 82.4%+15.1pp | 71.5%+26.0pp |
| Annual return | -7.55% | 3.49%-11.0pp | 572.31%-579.9pp | 32.84%-40.4pp |
| Employer contribution / active EE | $2,226 | $3,616-38.5% | $4,815-53.8% | $2,507-11.2% |
| Participant deferral / active EE | $9,303 | $7,175+29.7% | $7,448+24.9% | $4,311+115.8% |
| Admin fee / account holder | $98 | $163-40.1% | $10,007-99.0% | $188-47.9% |