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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% | $135,987+60.9% | $77,714+181.5% |
| Participation rate | 92.9% | 74.3%+18.6pp | 76.4%+16.4pp | 70.6%+22.3pp |
| Annual return | 19.81% | 17.42%+2.4pp | 580.01%-560.2pp | 31.26%-11.4pp |
| Employer contribution / active EE | $17,394 | $3,491+398.3% | $4,214+312.8% | $2,727+537.9% |
| Participant deferral / active EE | $19,488 | $5,591+248.5% | $7,027+177.3% | $4,649+319.2% |
| Admin fee / account holder | $100 | $539-81.5% | $6,716-98.5% | $433-77.0% |