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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $32,299 |
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 | $24,310 | $72,770-66.6% | $67,652-64.1% | $55,191-56.0% |
| Participation rate | 89.3% | 78.8%+10.5pp | 75.7%+13.6pp | 69.2%+20.1pp |
| Annual return | 1.22% | -3.26%+4.5pp | 6625.40%-6624.2pp | 10.78%-9.6pp |
| Employer contribution / active EE | $868 | $1,769-50.9% | $2,266-61.7% | $1,899-54.3% |
| Participant deferral / active EE | $4,080 | $3,408+19.7% | $3,560+14.6% | $3,046+33.9% |
| Admin fee / account holder | $33 | $79-58.5% | $4,821-99.3% | $91-64.0% |