| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 06-1050034 | Loan Processing | $30,968 |
Annual investment return 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 | $81,756 | $34,495+137.0% | $78,677+3.9% | $63,975+27.8% |
| Participation rate | 100.0% | 60.8%+39.2pp | 73.6%+26.4pp | 71.1%+28.9pp |
| Annual return | 4.57% | 11.62%-7.1pp | 62.19%-57.6pp | 48.65%-44.1pp |
| Employer contribution / active EE | $161 | $1,398-88.5% | $2,850-94.4% | $2,182-92.6% |
| Participant deferral / active EE | $5,605 | $2,100+166.9% | $3,517+59.4% | $3,356+67.0% |
| Admin fee / account holder | $16 | $68-76.3% | $4,510-99.6% | $70-77.2% |