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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $100,947 |
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 | $139,644 | $108,617+28.6% | $108,421+28.8% | $93,010+50.1% |
| Participation rate | 77.2% | 83.1%-5.9pp | 80.1%-2.9pp | 73.9%+3.3pp |
| Annual return | 18.52% | 21.63%-3.1pp | 905.61%-887.1pp | 158.70%-140.2pp |
| Employer contribution / active EE | $1,547 | $3,249-52.4% | $3,560-56.5% | $2,705-42.8% |
| Participant deferral / active EE | $9,820 | $7,885+24.5% | $6,564+49.6% | $4,561+115.3% |
| Admin fee / account holder | $61 | $94-34.9% | $7,298-99.2% | $152-59.9% |