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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $54,095 |
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 | $72,849 | $106,110-31.3% | $147,005-50.4% | $77,671-6.2% |
| Participation rate | 87.4% | 78.4%+9.0pp | 82.2%+5.3pp | 70.6%+16.8pp |
| Annual return | 22.44% | 56.77%-34.3pp | 418.76%-396.3pp | 31.21%-8.8pp |
| Employer contribution / active EE | $0 | $4,065-100.0% | $4,934-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $15,637 | $7,992+95.7% | $8,070+93.8% | $4,648+236.4% |
| Admin fee / account holder | $140 | $338-58.5% | $13,006-98.9% | $430-67.5% |