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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 | $79,169-60.3% | $100,415-68.7% | $74,478-57.8% |
| Participation rate | 93.3% | 79.4%+13.9pp | 81.5%+11.8pp | 67.2%+26.0pp |
| Annual return | 26.00% | 20.51%+5.5pp | 49.47%-23.5pp | 1370.56%-1344.6pp |
| Employer contribution / active EE | $3,135 | $3,017+3.9% | $3,943-20.5% | $2,626+19.4% |
| Participant deferral / active EE | $14,229 | $7,751+83.6% | $8,091+75.9% | $4,350+227.1% |
| Admin fee / account holder | $126 | $1,337-90.6% | $7,906-98.4% | $1,946-93.5% |