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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $35,652 |
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 | $130,690 | $86,897+50.4% | $151,639-13.8% | $64,819+101.6% |
| Participation rate | 92.3% | 87.3%+5.0pp | 87.5%+4.8pp | 71.5%+20.8pp |
| Annual return | -12.73% | -3.57%-9.2pp | 3.34%-16.1pp | 32.84%-45.6pp |
| Employer contribution / active EE | $5,113 | $4,010+27.5% | $6,165-17.1% | $2,507+104.0% |
| Participant deferral / active EE | $19,336 | $6,690+189.0% | $8,363+131.2% | $4,311+348.5% |
| Admin fee / account holder | $46 | $153-70.0% | $11,613-99.6% | $188-75.6% |