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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,969 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,624 | $91,439-73.1% | $135,974-81.9% | $71,511-65.6% |
| Participation rate | 92.8% | 75.7%+17.2pp | 81.9%+10.9pp | 67.9%+24.9pp |
| Annual return | 33.52% | 29.90%+3.6pp | 68.30%-34.8pp | 28.86%+4.7pp |
| Employer contribution / active EE | $2,272 | $3,705-38.7% | $4,859-53.2% | $2,589-12.2% |
| Participant deferral / active EE | $6,098 | $7,093-14.0% | $7,760-21.4% | $4,291+42.1% |
| Admin fee / account holder | $19 | $1,267-98.5% | $10,767-99.8% | $1,588-98.8% |