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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $177,774 |
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 | $51,759 | $110,282-53.1% | $102,423-49.5% | $199,921-74.1% |
| Participation rate | 97.8% | 86.3%+11.5pp | 76.5%+21.3pp | 72.0%+25.7pp |
| Annual return | 22.77% | 35.75%-13.0pp | 29.42%-6.6pp | 34.28%-11.5pp |
| Employer contribution / active EE | $3,018 | $3,603-16.2% | $3,023-0.2% | $3,035-0.6% |
| Participant deferral / active EE | $5,971 | $6,376-6.4% | $5,054+18.1% | $5,089+17.3% |
| Admin fee / account holder | $90 | $122-26.4% | $9,455-99.0% | $269-66.5% |