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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $50,412 |
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 | $17,059 | $34,634-50.7% | $77,100-77.9% | $64,824-73.7% |
| Participation rate | 90.4% | 49.8%+40.5pp | 67.9%+22.4pp | 71.5%+18.9pp |
| Annual return | -18.22% | -5.31%-12.9pp | 42.35%-60.6pp | 32.84%-51.1pp |
| Employer contribution / active EE | $665 | $1,385-52.0% | $2,815-76.4% | $2,507-73.5% |
| Participant deferral / active EE | $3,284 | $2,553+28.6% | $4,430-25.9% | $4,311-23.8% |
| Admin fee / account holder | $127 | $178-28.9% | $5,443-97.7% | $188-32.5% |