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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $465,798 |
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 | $88,255 | $121,599-27.4% | $135,998-35.1% | $103,657-14.9% |
| Participation rate | 92.3% | 76.2%+16.1pp | 81.9%+10.4pp | 73.4%+19.0pp |
| Annual return | 25.72% | 26.09%-0.4pp | 68.37%-42.6pp | 33.13%-7.4pp |
| Employer contribution / active EE | $7,680 | $4,627+66.0% | $4,860+58.0% | $3,216+138.8% |
| Participant deferral / active EE | $15,839 | $7,782+103.5% | $7,761+104.1% | $5,218+203.5% |
| Admin fee / account holder | $46 | $76-39.6% | $10,769-99.6% | $114-59.9% |