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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $72,683 |
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 | $122,393 | $87,621+39.7% | $86,460+41.6% | $77,906+57.1% |
| Participation rate | 86.6% | 85.8%+0.8pp | 80.3%+6.2pp | 73.7%+12.9pp |
| Annual return | -15.84% | -13.90%-1.9pp | 4399.82%-4415.7pp | 12.16%-28.0pp |
| Employer contribution / active EE | $2,273 | $3,474-34.6% | $3,771-39.7% | $2,846-20.2% |
| Participant deferral / active EE | $14,281 | $8,645+65.2% | $6,954+105.4% | $4,805+197.2% |
| Admin fee / account holder | $45 | $85-47.3% | $6,727-99.3% | $133-66.4% |