| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $222,521 |
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 | $105,009 | $125,578-16.4% | $86,460+21.5% | $89,433+17.4% |
| Participation rate | 98.4% | 86.1%+12.2pp | 80.3%+18.0pp | 71.3%+27.1pp |
| Annual return | -16.11% | -16.42%+0.3pp | 4399.82%-4415.9pp | -11.88%-4.2pp |
| Employer contribution / active EE | $10,405 | $4,137+151.5% | $3,771+176.0% | $3,021+244.5% |
| Participant deferral / active EE | $22,850 | $9,976+129.0% | $6,954+228.6% | $5,125+345.9% |
| Admin fee / account holder | $2 | $94-98.0% | $6,727-100.0% | $79-97.7% |