| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $578,500 |
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 | $219,180 | $84,572+159.2% | $68,815+218.5% | $78,104+180.6% |
| Participation rate | 99.9% | 73.3%+26.6pp | 69.0%+30.9pp | 74.5%+25.4pp |
| Annual return | -16.52% | -13.88%-2.6pp | -6.37%-10.2pp | 10.90%-27.4pp |
| Employer contribution / active EE | $12,394 | $3,358+269.1% | $2,656+366.6% | $3,128+296.3% |
| Participant deferral / active EE | $10,229 | $4,666+119.2% | $3,943+159.5% | $5,089+101.0% |
| Admin fee / account holder | $67 | $90-25.8% | $4,936-98.7% | $79-15.7% |