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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $47,437 |
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 | $234,949 | $122,063+92.5% | $184,256+27.5% | $74,478+215.5% |
| Participation rate | 94.4% | 85.5%+8.9pp | 86.8%+7.6pp | 67.2%+27.2pp |
| Annual return | 16.41% | 19.92%-3.5pp | 28.85%-12.4pp | 1370.56%-1354.2pp |
| Employer contribution / active EE | $9,231 | $4,539+103.4% | $6,427+43.6% | $2,626+251.5% |
| Participant deferral / active EE | $22,469 | $7,144+214.5% | $9,133+146.0% | $4,350+416.5% |
| Admin fee / account holder | $196 | $1,253-84.4% | $13,899-98.6% | $1,946-89.9% |