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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $93,169 |
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 | $85,575 | $130,052-34.2% | $86,717-1.3% | $77,906+9.8% |
| Participation rate | 94.6% | 85.9%+8.7pp | 76.6%+18.0pp | 73.7%+20.9pp |
| Annual return | -18.45% | -12.73%-5.7pp | 35.97%-54.4pp | 12.16%-30.6pp |
| Employer contribution / active EE | $4,689 | $3,214+45.9% | $2,837+65.3% | $2,846+64.7% |
| Participant deferral / active EE | $6,423 | $5,741+11.9% | $4,657+37.9% | $4,805+33.7% |
| Admin fee / account holder | $30 | $132-77.3% | $7,494-99.6% | $133-77.4% |