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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $21,778 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,461 | $78,976-60.2% | $100,383-68.7% | $74,546-57.8% |
| Participation rate | 93.3% | 79.5%+13.8pp | 81.5%+11.8pp | 67.2%+26.1pp |
| Annual return | 26.00% | 20.62%+5.4pp | 49.26%-23.3pp | 1366.03%-1340.0pp |
| Employer contribution / active EE | $3,135 | $3,019+3.8% | $3,944-20.5% | $2,624+19.4% |
| Participant deferral / active EE | $14,229 | $7,758+83.4% | $8,086+76.0% | $4,347+227.3% |
| Admin fee / account holder | $126 | $1,330-90.5% | $7,900-98.4% | $1,944-93.5% |