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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $18,378 |
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 | $40,047 | $95,438-58.0% | $135,982-70.5% | $74,473-46.2% |
| Participation rate | 82.7% | 78.2%+4.5pp | 81.9%+0.8pp | 70.7%+11.9pp |
| Annual return | 34.71% | 32.61%+2.1pp | 68.32%-33.6pp | 34.36%+0.4pp |
| Employer contribution / active EE | $58 | $3,878-98.5% | $4,859-98.8% | $2,638-97.8% |
| Participant deferral / active EE | $11,715 | $7,790+50.4% | $7,760+51.0% | $4,530+158.6% |
| Admin fee / account holder | $16 | $259-93.9% | $10,767-99.9% | $347-95.4% |