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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $16,673 |
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 | $88,140 | $114,842-23.3% | $159,495-44.7% | $101,555-13.2% |
| Participation rate | 96.8% | 71.6%+25.1pp | 82.8%+14.0pp | 74.5%+22.2pp |
| Annual return | 25.82% | 22.90%+2.9pp | 263.72%-237.9pp | 21.00%+4.8pp |
| Employer contribution / active EE | $2,420 | $3,203-24.4% | $4,831-49.9% | $2,972-18.6% |
| Participant deferral / active EE | $16,410 | $6,336+159.0% | $7,354+123.2% | $4,874+236.7% |
| Admin fee / account holder | $1 | $80-98.3% | $10,804-100.0% | $139-99.0% |