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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $538,802 |
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 | $58,058 | $93,773-38.1% | $125,401-53.7% | $78,104-25.7% |
| Participation rate | 84.3% | 75.6%+8.7pp | 82.4%+1.9pp | 74.5%+9.8pp |
| Annual return | -13.68% | 277.78%-291.5pp | 572.53%-586.2pp | 10.90%-24.6pp |
| Employer contribution / active EE | $5,711 | $3,678+55.3% | $4,816+18.6% | $3,128+82.6% |
| Participant deferral / active EE | $11,171 | $6,971+60.2% | $7,448+50.0% | $5,089+119.5% |
| Admin fee / account holder | $50 | $67-24.9% | $10,008-99.5% | $79-36.3% |