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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $16,170 |
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 | $130,431 | $104,336+25.0% | $159,455-18.2% | $86,813+50.2% |
| Participation rate | 96.1% | 77.7%+18.4pp | 82.8%+13.2pp | 72.3%+23.8pp |
| Annual return | 17.76% | 26.32%-8.6pp | 263.63%-245.9pp | 97.93%-80.2pp |
| Employer contribution / active EE | $10,024 | $3,451+190.4% | $4,830+107.5% | $2,406+316.6% |
| Participant deferral / active EE | $12,320 | $6,837+80.2% | $7,353+67.6% | $4,131+198.2% |
| Admin fee / account holder | $20 | $172-88.5% | $10,800-99.8% | $170-88.4% |