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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $54,640 |
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 | $127,312 | $103,918+22.5% | $94,677+34.5% | $80,187+58.8% |
| Participation rate | 98.3% | 85.8%+12.5pp | 80.8%+17.5pp | 72.9%+25.4pp |
| Annual return | 28.28% | 27.77%+0.5pp | 156.95%-128.7pp | 40.40%-12.1pp |
| Employer contribution / active EE | $6,781 | $3,539+91.6% | $3,673+84.6% | $2,980+127.6% |
| Participant deferral / active EE | $24,894 | $9,528+161.3% | $7,418+235.6% | $5,016+396.3% |
| Admin fee / account holder | $8 | $96-91.8% | $7,222-99.9% | $145-94.6% |