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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $28,518 |
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 | $47,984 | $95,388-49.7% | $125,401-61.7% | $77,906-38.4% |
| Participation rate | 95.9% | 78.6%+17.3pp | 82.4%+13.5pp | 73.7%+22.2pp |
| Annual return | -5.47% | 116.19%-121.7pp | 572.53%-578.0pp | 12.16%-17.6pp |
| Employer contribution / active EE | $2,503 | $3,666-31.7% | $4,816-48.0% | $2,846-12.1% |
| Participant deferral / active EE | $17,889 | $7,711+132.0% | $7,448+140.2% | $4,805+272.3% |
| Admin fee / account holder | $4 | $119-96.4% | $10,008-100.0% | $133-96.7% |