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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $34,569 |
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 | $76,966 | $108,759-29.2% | $149,751-48.6% | $93,223-17.4% |
| Participation rate | 96.2% | 70.7%+25.5pp | 82.5%+13.7pp | 74.9%+21.3pp |
| Annual return | 32.96% | 19.53%+13.4pp | 276.71%-243.8pp | 19.29%+13.7pp |
| Employer contribution / active EE | $1,910 | $2,777-31.2% | $4,646-58.9% | $2,680-28.7% |
| Participant deferral / active EE | $14,822 | $6,149+141.0% | $6,843+116.6% | $4,563+224.8% |
| Admin fee / account holder | $4 | $81-94.8% | $9,312-100.0% | $79-94.7% |