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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $128,828 |
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 | $99,576 | $127,481-21.9% | $149,751-33.5% | $90,274+10.3% |
| Participation rate | 77.8% | 78.2%-0.4pp | 82.5%-4.7pp | 73.4%+4.5pp |
| Annual return | 23.15% | 57.78%-34.6pp | 276.71%-253.6pp | 53.97%-30.8pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $4,646-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $17,404 | $6,975+149.5% | $6,843+154.3% | $4,231+311.4% |
| Admin fee / account holder | $73 | $152-51.9% | $9,312-99.2% | $114-36.0% |