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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $96,490 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $10,116 | $39,973-74.7% | $79,583-87.3% | $77,906-87.0% |
| Participation rate | 70.9% | 64.6%+6.3pp | 69.5%+1.4pp | 73.7%-2.8pp |
| Annual return | -16.51% | 3.42%-19.9pp | 0.16%-16.7pp | 12.16%-28.7pp |
| Employer contribution / active EE | $227 | $1,088-79.1% | $2,414-90.6% | $2,846-92.0% |
| Participant deferral / active EE | $1,707 | $2,774-38.5% | $3,986-57.2% | $4,805-64.5% |
| Admin fee / account holder | $37 | $113-67.0% | $6,835-99.5% | $133-71.9% |