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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $40,202 |
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 | $77,379 | $121,599-36.4% | $135,998-43.1% | $103,657-25.4% |
| Participation rate | 86.9% | 76.2%+10.7pp | 81.9%+5.0pp | 73.4%+13.6pp |
| Annual return | 33.15% | 26.09%+7.1pp | 68.37%-35.2pp | 33.13%0pp |
| Employer contribution / active EE | $1,676 | $4,627-63.8% | $4,860-65.5% | $3,216-47.9% |
| Participant deferral / active EE | $18,868 | $7,782+142.5% | $7,761+143.1% | $5,218+261.6% |
| Admin fee / account holder | $6 | $76-91.9% | $10,769-99.9% | $114-94.6% |