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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $61,970 |
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 | $25,129 | $40,435-37.9% | $80,627-68.8% | $74,460-66.3% |
| Participation rate | 83.6% | 47.4%+36.2pp | 67.0%+16.6pp | 70.7%+12.8pp |
| Annual return | 39.39% | 165.19%-125.8pp | 936.76%-897.4pp | 34.38%+5.0pp |
| Employer contribution / active EE | $770 | $1,498-48.6% | $2,723-71.7% | $2,638-70.8% |
| Participant deferral / active EE | $3,604 | $2,673+34.8% | $4,443-18.9% | $4,530-20.4% |
| Admin fee / account holder | $153 | $721-78.8% | $5,381-97.2% | $348-56.0% |