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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $12,551 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,928 | $66,813-71.7% | $100,530-81.2% | $73,493-74.2% |
| Participation rate | 71.4% | 77.5%-6.0pp | 79.4%-8.0pp | 70.7%+0.7pp |
| Annual return | 59.95% | 25.70%+34.3pp | 30.89%+29.1pp | 28.51%+31.4pp |
| Employer contribution / active EE | $631 | $2,147-70.6% | $3,418-81.5% | $2,270-72.2% |
| Participant deferral / active EE | $5,894 | $5,883+0.2% | $6,271-6.0% | $3,740+57.6% |
| Admin fee / account holder | $67 | $512-86.9% | $8,083-99.2% | $513-86.9% |