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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $19,118 |
Employer contribution per participant 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 | $39,800 | $91,439-56.5% | $135,974-70.7% | $71,511-44.3% |
| Participation rate | 90.4% | 75.7%+14.7pp | 81.9%+8.4pp | 67.9%+22.4pp |
| Annual return | 29.63% | 29.90%-0.3pp | 68.30%-38.7pp | 28.86%+0.8pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $11,698 | $7,093+64.9% | $7,760+50.8% | $4,291+172.6% |
| Admin fee / account holder | $74 | $1,267-94.2% | $10,767-99.3% | $1,588-95.4% |