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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $188 |
Annual investment return 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 | $238,540 | $65,083+266.5% | $143,788+65.9% | $66,930+256.4% |
| Participation rate | 78.9% | 65.2%+13.7pp | 80.3%-1.4pp | 69.8%+9.1pp |
| Annual return | -18.52% | -11.13%-7.4pp | -0.03%-18.5pp | 1.57%-20.1pp |
| Employer contribution / active EE | $12,081 | $2,361+411.6% | $4,952+144.0% | $2,545+374.7% |
| Participant deferral / active EE | $15,891 | $2,920+444.2% | $5,638+181.8% | $4,238+275.0% |
| Admin fee / account holder | $17 | $502-96.6% | $14,675-99.9% | $593-97.1% |