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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $82,050 |
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 | $148,617 | $95,918+54.9% | $151,634-2.0% | $77,906+90.8% |
| Participation rate | 94.7% | 88.7%+6.0pp | 87.5%+7.2pp | 73.7%+21.0pp |
| Annual return | -18.01% | -5.50%-12.5pp | 3.32%-21.3pp | 12.16%-30.2pp |
| Employer contribution / active EE | $3,966 | $4,330-8.4% | $6,165-35.7% | $2,846+39.4% |
| Participant deferral / active EE | $22,152 | $7,508+195.0% | $8,363+164.9% | $4,805+361.0% |
| Admin fee / account holder | $40 | $93-57.6% | $11,614-99.7% | $133-70.2% |