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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $17,885 |
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 | $107,559 | $107,378+0.2% | $108,582-0.9% | $57,658+86.5% |
| Participation rate | 80.2% | 77.1%+3.1pp | 79.6%+0.7pp | 70.2%+10.0pp |
| Annual return | 9.44% | 12.80%-3.4pp | -51.70%+61.1pp | 5.13%+4.3pp |
| Employer contribution / active EE | $6,331 | $1,782+255.3% | $3,758+68.5% | $1,974+220.8% |
| Participant deferral / active EE | $9,288 | $3,221+188.4% | $4,311+115.4% | $3,061+203.5% |
| Admin fee / account holder | $12 | $108-88.5% | $7,645-99.8% | $95-86.8% |