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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 | $106,247-18.0% | $147,096-40.7% | $77,714+12.2% |
| Participation rate | 87.1% | 78.4%+8.7pp | 82.2%+4.9pp | 70.6%+16.5pp |
| Annual return | 23.29% | 56.87%-33.6pp | 419.75%-396.5pp | 31.26%-8.0pp |
| Employer contribution / active EE | $0 | $4,069-100.0% | $4,936-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $16,336 | $7,996+104.3% | $8,071+102.4% | $4,649+251.4% |
| Admin fee / account holder | $32 | $338-90.4% | $13,005-99.8% | $433-92.5% |