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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $326,188 |
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 | $61,063 | $141,418-56.8% | $94,677-35.5% | $96,393-36.7% |
| Participation rate | 95.3% | 86.8%+8.4pp | 80.8%+14.4pp | 71.3%+24.0pp |
| Annual return | 27.65% | 21.96%+5.7pp | 156.95%-129.3pp | 22.88%+4.8pp |
| Employer contribution / active EE | $4 | $4,361-99.9% | $3,673-99.9% | $3,239-99.9% |
| Participant deferral / active EE | $15,901 | $10,695+48.7% | $7,418+114.4% | $5,455+191.5% |
| Admin fee / account holder | $19 | $82-76.4% | $7,222-99.7% | $74-73.7% |