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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 | $114,842+100.6% | $159,495+44.4% | $101,555+126.8% |
| Participation rate | 97.1% | 71.6%+25.5pp | 82.8%+14.3pp | 74.5%+22.6pp |
| Annual return | 13.64% | 22.90%-9.3pp | 263.72%-250.1pp | 21.00%-7.4pp |
| Employer contribution / active EE | $3,743 | $3,203+16.8% | $4,831-22.5% | $2,972+25.9% |
| Participant deferral / active EE | $11,476 | $6,336+81.1% | $7,354+56.1% | $4,874+135.5% |
| Admin fee / account holder | $47 | $80-41.9% | $10,804-99.6% | $139-66.6% |