| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $208,597 |
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 | $140,362 | $127,796+9.8% | $76,768+82.8% | $73,367+91.3% |
| Participation rate | 92.5% | 88.2%+4.3pp | 77.0%+15.5pp | 69.5%+23.0pp |
| Annual return | -8.52% | -2.31%-6.2pp | 2.43%-11.0pp | 173.45%-182.0pp |
| Employer contribution / active EE | $3,378 | $3,931-14.1% | $2,485+35.9% | $2,499+35.2% |
| Participant deferral / active EE | $5,658 | $6,924-18.3% | $3,852+46.9% | $4,033+40.3% |
| Admin fee / account holder | $12 | $66-81.9% | $6,676-99.8% | $68-82.5% |