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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,697 |
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 | $71,814 | $106,264-32.4% | $147,117-51.2% | $77,762-7.6% |
| Participation rate | 83.8% | 78.4%+5.3pp | 82.2%+1.6pp | 70.6%+13.2pp |
| Annual return | 31.85% | 56.94%-25.1pp | 420.54%-388.7pp | 31.27%+0.6pp |
| Employer contribution / active EE | $1,073 | $4,074-73.7% | $4,932-78.3% | $2,728-60.7% |
| Participant deferral / active EE | $15,172 | $8,003+89.6% | $8,065+88.1% | $4,651+226.2% |
| Admin fee / account holder | $12 | $334-96.3% | $12,993-99.9% | $433-97.1% |