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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,158 |
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 | $81,184 | $95,438-14.9% | $135,998-40.3% | $74,478+9.0% |
| Participation rate | 96.3% | 78.2%+18.0pp | 81.9%+14.3pp | 70.7%+25.5pp |
| Annual return | 23.51% | 32.61%-9.1pp | 68.37%-44.9pp | 34.37%-10.9pp |
| Employer contribution / active EE | $4,979 | $3,878+28.4% | $4,860+2.4% | $2,637+88.8% |
| Participant deferral / active EE | $9,436 | $7,790+21.1% | $7,761+21.6% | $4,530+108.3% |
| Admin fee / account holder | $10 | $259-96.1% | $10,769-99.9% | $347-97.1% |