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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 | $36,806-44.9% | $69,623-70.9% | $77,736-73.9% |
| Participation rate | 80.8% | 64.4%+16.5pp | 66.4%+14.4pp | 70.6%+10.2pp |
| Annual return | 11.79% | 38.81%-27.0pp | 101.23%-89.4pp | 31.26%-19.5pp |
| Employer contribution / active EE | $420 | $1,257-66.6% | $1,709-75.4% | $2,728-84.6% |
| Participant deferral / active EE | $2,649 | $2,738-3.3% | $2,890-8.3% | $4,651-43.0% |
| Admin fee / account holder | $113 | $507-77.7% | $4,696-97.6% | $433-73.9% |