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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $389,876 |
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 | $68,283 | $114,842-40.5% | $159,495-57.2% | $101,555-32.8% |
| Participation rate | 86.5% | 71.6%+14.9pp | 82.8%+3.7pp | 74.5%+12.0pp |
| Annual return | 25.64% | 22.90%+2.7pp | 263.72%-238.1pp | 21.00%+4.6pp |
| Employer contribution / active EE | $3,284 | $3,203+2.5% | $4,831-32.0% | $2,972+10.5% |
| Participant deferral / active EE | $11,196 | $6,336+76.7% | $7,354+52.3% | $4,874+129.7% |
| Admin fee / account holder | $47 | $80-42.1% | $10,804-99.6% | $139-66.6% |