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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 | $95,369-14.9% | $135,942-40.3% | $74,440+9.1% |
| Participation rate | 96.3% | 78.2%+18.0pp | 81.9%+14.3pp | 70.7%+25.5pp |
| Annual return | 23.51% | 32.72%-9.2pp | 68.28%-44.8pp | 34.37%-10.9pp |
| Employer contribution / active EE | $4,979 | $3,878+28.4% | $4,858+2.5% | $2,638+88.7% |
| Participant deferral / active EE | $9,436 | $7,788+21.2% | $7,759+21.6% | $4,529+108.4% |
| Admin fee / account holder | $10 | $266-96.2% | $10,764-99.9% | $348-97.1% |