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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $17,595 |
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 | $66,309 | $122,128-45.7% | $147,080-54.9% | $199,960-66.8% |
| Participation rate | 93.4% | 78.2%+15.2pp | 82.2%+11.2pp | 72.0%+21.4pp |
| Annual return | 28.34% | 30.58%-2.2pp | 420.17%-391.8pp | 34.28%-5.9pp |
| Employer contribution / active EE | $0 | $4,093-100.0% | $4,933-100.0% | $3,036-100.0% |
| Participant deferral / active EE | $14,883 | $8,484+75.4% | $8,066+84.5% | $5,087+192.6% |
| Admin fee / account holder | $7 | $180-96.3% | $12,989-99.9% | $269-97.5% |