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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $36,231 |
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 | $121,535 | $90,064+34.9% | $100,392+21.1% | $77,736+56.3% |
| Participation rate | 97.9% | 81.3%+16.6pp | 81.5%+16.4pp | 70.6%+27.3pp |
| Annual return | 16.67% | 20.61%-3.9pp | 49.45%-32.8pp | 31.26%-14.6pp |
| Employer contribution / active EE | $4,908 | $3,043+61.3% | $3,941+24.5% | $2,728+79.9% |
| Participant deferral / active EE | $24,959 | $8,282+201.4% | $8,090+208.5% | $4,651+436.7% |
| Admin fee / account holder | $35 | $172-79.4% | $7,904-99.6% | $433-91.8% |