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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $43,655 |
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 | $246,739 | $101,539+143.0% | $147,041+67.8% | $74,400+231.6% |
| Participation rate | 91.4% | 75.5%+15.9pp | 82.2%+9.3pp | 67.2%+24.2pp |
| Annual return | 19.02% | 8740.84%-8721.8pp | 419.21%-400.2pp | 1367.51%-1348.5pp |
| Employer contribution / active EE | $9,608 | $3,811+152.1% | $4,935+94.7% | $2,624+266.1% |
| Participant deferral / active EE | $14,304 | $7,304+95.8% | $8,071+77.2% | $4,348+229.0% |
| Admin fee / account holder | $243 | $1,749-86.1% | $13,006-98.1% | $1,944-87.5% |