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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $26,158 |
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 | $20,295 | $36,707-44.7% | $69,632-70.9% | $77,762-73.9% |
| Participation rate | 80.8% | 64.1%+16.8pp | 66.4%+14.4pp | 70.6%+10.2pp |
| Annual return | 11.79% | 39.03%-27.2pp | 101.32%-89.5pp | 31.27%-19.5pp |
| Employer contribution / active EE | $420 | $1,236-66.0% | $1,708-75.4% | $2,728-84.6% |
| Participant deferral / active EE | $2,649 | $2,710-2.2% | $2,889-8.3% | $4,651-43.0% |
| Admin fee / account holder | $113 | $510-77.8% | $4,695-97.6% | $433-73.9% |