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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 | $119,626-18.1% | $147,096-33.4% | $99,269-1.3% |
| Participation rate | 96.9% | 73.4%+23.5pp | 82.2%+14.7pp | 71.7%+25.2pp |
| Annual return | 25.77% | 28.81%-3.0pp | 419.75%-394.0pp | 17.66%+8.1pp |
| Employer contribution / active EE | $2,083 | $4,152-49.8% | $4,936-57.8% | $3,265-36.2% |
| Participant deferral / active EE | $24,311 | $7,997+204.0% | $8,071+201.2% | $5,344+354.9% |
| Admin fee / account holder | $33 | $150-77.8% | $13,005-99.7% | $109-69.6% |