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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,967 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,327 | $73,102-61.2% | $123,553-77.1% | $56,289-49.7% |
| Participation rate | 88.5% | 74.3%+14.2pp | 82.3%+6.2pp | 69.9%+18.7pp |
| Annual return | -3.70% | 3.01%-6.7pp | 119.21%-122.9pp | -9.96%+6.3pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $10,378 | $5,423+91.4% | $6,426+61.5% | $3,350+209.8% |
| Admin fee / account holder | $123 | $554-77.8% | $9,284-98.7% | $521-76.4% |