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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $245,244 |
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 | $97,984 | $120,321-18.6% | $147,117-33.4% | $99,313-1.3% |
| Participation rate | 96.9% | 73.4%+23.5pp | 82.2%+14.7pp | 71.7%+25.2pp |
| Annual return | 25.77% | 28.95%-3.2pp | 420.54%-394.8pp | 17.67%+8.1pp |
| Employer contribution / active EE | $2,083 | $4,158-49.9% | $4,932-57.8% | $3,264-36.2% |
| Participant deferral / active EE | $24,311 | $8,044+202.2% | $8,065+201.5% | $5,346+354.8% |
| Admin fee / account holder | $33 | $150-77.9% | $12,993-99.7% | $109-69.6% |