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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $459,793 |
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 | $230,359 | $114,241+101.6% | $159,455+44.5% | $101,517+126.9% |
| Participation rate | 97.1% | 71.7%+25.4pp | 82.8%+14.3pp | 74.6%+22.6pp |
| Annual return | 13.64% | 22.81%-9.2pp | 263.63%-250.0pp | 21.00%-7.4pp |
| Employer contribution / active EE | $3,743 | $3,214+16.5% | $4,830-22.5% | $2,973+25.9% |
| Participant deferral / active EE | $11,476 | $6,307+82.0% | $7,353+56.1% | $4,873+135.5% |
| Admin fee / account holder | $47 | $81-42.2% | $10,800-99.6% | $139-66.5% |