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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $15,807 |
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 | $63,861 | $82,163-22.3% | $125,381-49.1% | $64,819-1.5% |
| Participation rate | 80.9% | 77.9%+3.0pp | 82.4%-1.5pp | 71.5%+9.4pp |
| Annual return | -10.97% | 3.49%-14.5pp | 572.31%-583.3pp | 32.84%-43.8pp |
| Employer contribution / active EE | $3 | $3,616-99.9% | $4,815-99.9% | $2,507-99.9% |
| Participant deferral / active EE | $14,180 | $7,175+97.6% | $7,448+90.4% | $4,311+228.9% |
| Admin fee / account holder | $32 | $163-80.4% | $10,007-99.7% | $188-82.9% |