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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,952 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,357 | $66,319+18.2% | $93,621-16.3% | $65,185+20.2% |
| Participation rate | 86.1% | 74.0%+12.1pp | 75.8%+10.3pp | 70.2%+15.9pp |
| Annual return | 21.12% | 42.59%-21.5pp | 32.76%-11.6pp | 29.38%-8.3pp |
| Employer contribution / active EE | $341 | $2,013-83.0% | $2,719-87.4% | $2,177-84.3% |
| Participant deferral / active EE | $2,170 | $3,343-35.1% | $4,070-46.7% | $3,514-38.2% |
| Admin fee / account holder | $15 | $6,900-99.8% | $7,890-99.8% | $847-98.2% |