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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,902 |
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 | $20,105 | $42,546-52.7% | $71,796-72.0% | $55,167-63.6% |
| Participation rate | 70.8% | 59.1%+11.6pp | 69.1%+1.7pp | 69.0%+1.8pp |
| Annual return | 7.79% | 12.36%-4.6pp | 78.04%-70.2pp | 169.23%-161.4pp |
| Employer contribution / active EE | $397 | $803-50.5% | $1,924-79.4% | $1,963-79.8% |
| Participant deferral / active EE | $1,716 | $2,064-16.9% | $2,794-38.6% | $3,054-43.8% |
| Admin fee / account holder | $55 | $650-91.6% | $4,815-98.9% | $504-89.2% |