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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $32,318 |
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 | $232,334 | $91,474+154.0% | $135,982+70.9% | $71,529+224.8% |
| Participation rate | 99.2% | 75.7%+23.5pp | 81.9%+17.2pp | 67.9%+31.2pp |
| Annual return | 21.71% | 29.89%-8.2pp | 68.32%-46.6pp | 28.97%-7.3pp |
| Employer contribution / active EE | $12,060 | $3,705+225.5% | $4,859+148.2% | $2,590+365.7% |
| Participant deferral / active EE | $16,047 | $7,095+126.2% | $7,760+106.8% | $4,291+273.9% |
| Admin fee / account holder | $215 | $1,267-83.1% | $10,767-98.0% | $1,588-86.5% |