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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $16,640 |
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 | $146,026 | $71,666+103.8% | $117,861+23.9% | $69,631+109.7% |
| Participation rate | 87.6% | 77.5%+10.0pp | 79.7%+7.9pp | 70.7%+16.9pp |
| Annual return | 20.14% | 18.86%+1.3pp | 335.11%-315.0pp | 27571.02%-27550.9pp |
| Employer contribution / active EE | $8,220 | $1,889+335.1% | $3,786+117.1% | $2,032+304.5% |
| Participant deferral / active EE | $12,738 | $3,340+281.4% | $4,482+184.2% | $3,224+295.2% |
| Admin fee / account holder | $13 | $120-89.0% | $8,021-99.8% | $110-88.0% |