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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,902 |
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 | $101,348 | $57,096+77.5% | $94,229+7.6% | $55,191+83.6% |
| Participation rate | 81.3% | 75.7%+5.6pp | 78.8%+2.5pp | 69.2%+12.1pp |
| Annual return | 6.41% | 159.65%-153.2pp | 10.68%-4.3pp | 10.78%-4.4pp |
| Employer contribution / active EE | $6,057 | $1,708+254.7% | $3,587+68.9% | $1,899+219.0% |
| Participant deferral / active EE | $9,224 | $3,165+191.4% | $4,320+113.5% | $3,046+202.8% |
| Admin fee / account holder | $12 | $89-86.3% | $6,269-99.8% | $91-86.5% |