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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $60,568 |
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 | $92,919 | $82,163+13.1% | $125,363-25.9% | $64,814+43.4% |
| Participation rate | 94.1% | 77.9%+16.2pp | 82.4%+11.8pp | 71.5%+22.7pp |
| Annual return | -15.87% | 3.49%-19.4pp | 572.15%-588.0pp | 32.84%-48.7pp |
| Employer contribution / active EE | $7,144 | $3,616+97.6% | $4,815+48.4% | $2,507+185.0% |
| Participant deferral / active EE | $18,910 | $7,175+163.6% | $7,447+153.9% | $4,310+338.7% |
| Admin fee / account holder | $89 | $163-45.4% | $10,005-99.1% | $188-52.6% |