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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $47,499 |
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 | $49,302 | $82,163-40.0% | $125,381-60.7% | $64,819-23.9% |
| Participation rate | 87.0% | 77.9%+9.1pp | 82.4%+4.6pp | 71.5%+15.5pp |
| Annual return | -14.76% | 3.49%-18.2pp | 572.31%-587.1pp | 32.84%-47.6pp |
| Employer contribution / active EE | $2 | $3,616-100.0% | $4,815-100.0% | $2,507-99.9% |
| Participant deferral / active EE | $11,068 | $7,175+54.3% | $7,448+48.6% | $4,311+156.7% |
| Admin fee / account holder | $161 | $163-1.1% | $10,007-98.4% | $188-14.1% |