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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $29,512 |
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 | $67,036 | $104,336-35.7% | $159,474-58.0% | $86,821-22.8% |
| Participation rate | 97.3% | 77.7%+19.5pp | 82.8%+14.4pp | 72.3%+25.0pp |
| Annual return | 43.95% | 26.32%+17.6pp | 263.68%-219.7pp | 97.94%-54.0pp |
| Employer contribution / active EE | $6,896 | $3,451+99.8% | $4,831+42.7% | $2,406+186.6% |
| Participant deferral / active EE | $12,739 | $6,837+86.3% | $7,353+73.2% | $4,132+208.3% |
| Admin fee / account holder | $76 | $172-56.0% | $10,802-99.3% | $170-55.4% |