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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $20,682 |
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 | $87,171 | $106,110-17.8% | $147,005-40.7% | $77,671+12.2% |
| Participation rate | 87.1% | 78.4%+8.7pp | 82.2%+5.0pp | 70.6%+16.5pp |
| Annual return | 23.29% | 56.77%-33.5pp | 418.76%-395.5pp | 31.21%-7.9pp |
| Employer contribution / active EE | $0 | $4,065-100.0% | $4,934-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $16,336 | $7,992+104.4% | $8,070+102.4% | $4,648+251.5% |
| Admin fee / account holder | $32 | $338-90.4% | $13,006-99.8% | $430-92.5% |