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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $19,439 |
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 | $62,882 | $127,481-50.7% | $149,715-58.0% | $90,274-30.3% |
| Participation rate | 89.3% | 78.2%+11.0pp | 82.5%+6.8pp | 73.4%+15.9pp |
| Annual return | 35.98% | 57.78%-21.8pp | 276.66%-240.7pp | 53.97%-18.0pp |
| Employer contribution / active EE | $4,904 | $3,448+42.2% | $4,645+5.6% | $2,523+94.3% |
| Participant deferral / active EE | $11,935 | $6,975+71.1% | $6,842+74.4% | $4,231+182.1% |
| Admin fee / account holder | $13 | $152-91.3% | $9,310-99.9% | $114-88.4% |