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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $58,045 |
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 | $173,018 | $90,672+90.8% | $125,401+38.0% | $89,433+93.5% |
| Participation rate | 96.8% | 72.3%+24.5pp | 82.4%+14.4pp | 71.3%+25.5pp |
| Annual return | -18.24% | -6.42%-11.8pp | 572.53%-590.8pp | -11.88%-6.4pp |
| Employer contribution / active EE | $8,310 | $3,032+174.1% | $4,816+72.6% | $3,021+175.1% |
| Participant deferral / active EE | $20,718 | $7,210+187.3% | $7,448+178.2% | $5,125+304.3% |
| Admin fee / account holder | -$3 | $69-104.7% | $10,008-100.0% | $79-104.1% |