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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $15,404 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,599 | $100,801-22.0% | $149,730-47.5% | $73,412+7.1% |
| Participation rate | 74.2% | 77.7%-3.5pp | 82.5%-8.3pp | 72.2%+2.0pp |
| Annual return | 33.20% | 265.34%-232.1pp | 276.70%-243.5pp | 59.30%-26.1pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,645-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $14,224 | $6,404+122.1% | $6,843+107.9% | $3,806+273.8% |
| Admin fee / account holder | $51 | $181-72.0% | $9,310-99.5% | $158-67.9% |