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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $28,900 |
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 | $145,789 | $103,918+40.3% | $94,677+54.0% | $80,187+81.8% |
| Participation rate | 88.6% | 85.8%+2.8pp | 80.8%+7.8pp | 72.9%+15.7pp |
| Annual return | 21.43% | 27.77%-6.3pp | 156.95%-135.5pp | 40.40%-19.0pp |
| Employer contribution / active EE | $2,383 | $3,539-32.7% | $3,673-35.1% | $2,980-20.0% |
| Participant deferral / active EE | $15,021 | $9,528+57.6% | $7,418+102.5% | $5,016+199.4% |
| Admin fee / account holder | $17 | $96-82.0% | $7,222-99.8% | $145-88.0% |