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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $146,188 |
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 | $102,058 | $122,219-16.5% | $147,096-30.6% | $199,921-49.0% |
| Participation rate | 82.6% | 78.3%+4.4pp | 82.2%+0.5pp | 72.0%+10.6pp |
| Annual return | 20.68% | 30.59%-9.9pp | 419.75%-399.1pp | 34.28%-13.6pp |
| Employer contribution / active EE | $6,135 | $4,096+49.8% | $4,936+24.3% | $3,035+102.1% |
| Participant deferral / active EE | $15,349 | $8,503+80.5% | $8,071+90.2% | $5,089+201.6% |
| Admin fee / account holder | $80 | $179-55.5% | $13,005-99.4% | $269-70.4% |