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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,538 |
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 | $34,687 | $111,608-68.9% | $177,848-80.5% | $73,412-52.8% |
| Participation rate | 95.0% | 87.9%+7.1pp | 87.7%+7.2pp | 72.2%+22.8pp |
| Annual return | 35.54% | 18.23%+17.3pp | 48.33%-12.8pp | 59.30%-23.8pp |
| Employer contribution / active EE | $2,428 | $3,796-36.0% | $5,919-59.0% | $2,234+8.7% |
| Participant deferral / active EE | $5,716 | $6,199-7.8% | $7,714-25.9% | $3,806+50.2% |
| Admin fee / account holder | $95 | $166-42.6% | $12,431-99.2% | $158-39.9% |