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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $13,232 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $343,950 | $77,908+341.5% | $149,696+129.8% | $75,173+357.5% |
| Participation rate | 99.0% | 65.6%+33.4pp | 78.8%+20.2pp | 67.2%+31.8pp |
| Annual return | 21.97% | 31.73%-9.8pp | 134.46%-112.5pp | 160.72%-138.7pp |
| Employer contribution / active EE | $20,797 | $3,138+562.8% | $4,821+331.4% | $2,671+678.7% |
| Participant deferral / active EE | $21,511 | $3,411+530.6% | $5,682+278.6% | $4,126+421.3% |
| Admin fee / account holder | $86 | $5,950-98.6% | $13,212-99.4% | $5,651-98.5% |