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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $35,998 |
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 | $38,705 | $79,003-51.0% | $100,398-61.4% | $74,400-48.0% |
| Participation rate | 83.3% | 79.5%+3.9pp | 81.5%+1.8pp | 67.2%+16.1pp |
| Annual return | 22.81% | 20.62%+2.2pp | 49.32%-26.5pp | 1367.51%-1344.7pp |
| Employer contribution / active EE | $1,034 | $3,015-65.7% | $3,946-73.8% | $2,624-60.6% |
| Participant deferral / active EE | $6,349 | $7,752-18.1% | $8,084-21.5% | $4,348+46.0% |
| Admin fee / account holder | $177 | $1,331-86.7% | $7,893-97.8% | $1,944-90.9% |