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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,915 |
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 | $48,168 | $91,372-47.3% | $130,045-63.0% | $74,460-35.3% |
| Participation rate | 84.4% | 77.8%+6.6pp | 78.5%+5.9pp | 70.7%+13.6pp |
| Annual return | 18.85% | 23.21%-4.4pp | -137.30%+156.2pp | 34.38%-15.5pp |
| Employer contribution / active EE | $1,105 | $2,563-56.9% | $4,321-74.4% | $2,638-58.1% |
| Participant deferral / active EE | $3,926 | $4,721-16.8% | $5,820-32.5% | $4,530-13.3% |
| Admin fee / account holder | $12 | $283-95.7% | $10,600-99.9% | $348-96.5% |