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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $29,701 |
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 | $40,508 | $89,652-54.8% | $141,191-71.3% | $65,185-37.9% |
| Participation rate | 88.6% | 74.7%+13.9pp | 82.5%+6.1pp | 70.2%+18.4pp |
| Annual return | 27.67% | 32.79%-5.1pp | 71.41%-43.7pp | 29.38%-1.7pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $11,372 | $5,691+99.8% | $6,710+69.5% | $3,514+223.6% |
| Admin fee / account holder | $152 | $569-73.3% | $10,264-98.5% | $847-82.1% |