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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $21,419 |
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 | $81,308 | $95,369-14.7% | $135,942-40.2% | $74,440+9.2% |
| Participation rate | 82.3% | 78.2%+4.1pp | 81.9%+0.4pp | 70.7%+11.6pp |
| Annual return | 24.71% | 32.72%-8.0pp | 68.28%-43.6pp | 34.37%-9.7pp |
| Employer contribution / active EE | $0 | $3,878-100.0% | $4,858-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $15,665 | $7,788+101.1% | $7,759+101.9% | $4,529+245.9% |
| Admin fee / account holder | $41 | $266-84.6% | $10,764-99.6% | $348-88.2% |