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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $117,687 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $78,622 | $101,523-22.6% | $141,200-44.3% | $77,775+1.1% |
| Participation rate | 72.7% | 77.4%-4.7pp | 82.5%-9.8pp | 73.2%-0.6pp |
| Annual return | 30.56% | 56.22%-25.7pp | 71.41%-40.8pp | 32.58%-2.0pp |
| Employer contribution / active EE | $0 | $3,341-100.0% | $4,736-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $14,337 | $6,434+122.8% | $6,710+113.7% | $3,966+261.5% |
| Admin fee / account holder | $72 | $92-21.7% | $10,265-99.3% | $100-28.3% |