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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $15,452 |
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 | $52,377 | $120,450-56.5% | $159,495-67.2% | $93,010-43.7% |
| Participation rate | 89.0% | 78.0%+11.0pp | 82.8%+6.2pp | 73.9%+15.1pp |
| Annual return | 58.35% | 27.11%+31.2pp | 263.72%-205.4pp | 158.70%-100.4pp |
| Employer contribution / active EE | $1,706 | $3,526-51.6% | $4,831-64.7% | $2,705-37.0% |
| Participant deferral / active EE | $10,740 | $7,283+47.5% | $7,354+46.1% | $4,561+135.5% |
| Admin fee / account holder | $3 | $137-97.7% | $10,804-100.0% | $152-97.9% |