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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $240,897 |
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 | $96,015 | $144,879-33.7% | $111,319-13.7% | $93,010+3.2% |
| Participation rate | 91.4% | 86.1%+5.3pp | 77.3%+14.1pp | 73.9%+17.5pp |
| Annual return | 26.94% | 18.11%+8.8pp | 54.68%-27.7pp | 158.70%-131.8pp |
| Employer contribution / active EE | $3,631 | $3,052+19.0% | $2,732+32.9% | $2,705+34.2% |
| Participant deferral / active EE | $17,019 | $5,576+205.2% | $4,488+279.3% | $4,561+273.2% |
| Admin fee / account holder | $71 | $104-31.2% | $7,966-99.1% | $152-53.1% |