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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $29,548 |
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 | $163,083 | $100,272+62.6% | $170,028-4.1% | $74,440+119.1% |
| Participation rate | 93.8% | 87.4%+6.4pp | 87.0%+6.7pp | 70.7%+23.0pp |
| Annual return | 25.86% | 66.12%-40.3pp | 53.39%-27.5pp | 34.37%-8.5pp |
| Employer contribution / active EE | $5,537 | $4,266+29.8% | $6,788-18.4% | $2,638+109.9% |
| Participant deferral / active EE | $21,025 | $7,147+194.2% | $10,409+102.0% | $4,529+364.2% |
| Admin fee / account holder | $33 | $235-86.1% | $12,820-99.7% | $348-90.6% |