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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $57,420 |
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 | $218,739 | $89,588+144.2% | $136,007+60.8% | $77,671+181.6% |
| Participation rate | 92.9% | 74.3%+18.6pp | 76.5%+16.4pp | 70.6%+22.3pp |
| Annual return | 19.81% | 17.42%+2.4pp | 579.32%-559.5pp | 31.21%-11.4pp |
| Employer contribution / active EE | $17,394 | $3,491+398.3% | $4,215+312.7% | $2,726+537.9% |
| Participant deferral / active EE | $19,488 | $5,591+248.5% | $7,024+177.4% | $4,648+319.3% |
| Admin fee / account holder | $100 | $539-81.5% | $6,858-98.5% | $430-76.8% |