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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $38,844 |
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 | $114,295 | $82,163+39.1% | $125,381-8.8% | $64,819+76.3% |
| Participation rate | 92.5% | 77.9%+14.6pp | 82.4%+10.1pp | 71.5%+21.0pp |
| Annual return | -16.60% | 3.49%-20.1pp | 572.31%-588.9pp | 32.84%-49.4pp |
| Employer contribution / active EE | $1,563 | $3,616-56.8% | $4,815-67.6% | $2,507-37.7% |
| Participant deferral / active EE | $9,152 | $7,175+27.6% | $7,448+22.9% | $4,311+112.3% |
| Admin fee / account holder | $78 | $163-52.0% | $10,007-99.2% | $188-58.3% |