| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $203,549 |
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 | $121,697 | $159,295-23.6% | $108,421+12.2% | $106,520+14.2% |
| Participation rate | 96.3% | 85.5%+10.8pp | 80.1%+16.2pp | 71.3%+25.0pp |
| Annual return | 26.66% | 17.79%+8.9pp | 905.61%-879.0pp | 19.28%+7.4pp |
| Employer contribution / active EE | $6,258 | $3,803+64.6% | $3,560+75.8% | $2,840+120.3% |
| Participant deferral / active EE | $20,967 | $9,392+123.3% | $6,564+219.4% | $4,948+323.8% |
| Admin fee / account holder | $1 | $99-98.8% | $7,298-100.0% | $75-98.4% |