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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 | $106,110-32.3% | $147,005-51.1% | $77,671-7.5% |
| Participation rate | 83.8% | 78.4%+5.4pp | 82.2%+1.6pp | 70.6%+13.2pp |
| Annual return | 31.85% | 56.77%-24.9pp | 418.76%-386.9pp | 31.21%+0.6pp |
| Employer contribution / active EE | $1,073 | $4,065-73.6% | $4,934-78.3% | $2,726-60.7% |
| Participant deferral / active EE | $15,172 | $7,992+89.9% | $8,070+88.0% | $4,648+226.4% |
| Admin fee / account holder | $12 | $338-96.3% | $13,006-99.9% | $430-97.1% |