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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$32,870 |
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 | $114,266 | $75,284+51.8% | $91,004+25.6% | $69,634+64.1% |
| Participation rate | 87.7% | 80.4%+7.4pp | 75.6%+12.1pp | 70.7%+17.1pp |
| Annual return | 13.37% | 48.40%-35.0pp | 4.60%+8.8pp | 27572.26%-27558.9pp |
| Employer contribution / active EE | $7,401 | $2,473+199.3% | $2,456+201.4% | $2,032+264.2% |
| Participant deferral / active EE | $9,705 | $3,700+162.3% | $3,548+173.6% | $3,224+201.0% |
| Admin fee / account holder | -$21 | $111-119.1% | $5,417-100.4% | $110-119.1% |